AWM
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Aprio Wealth Management’s Jacobs Solutions J Stock Holding History

Aprio Wealth Management’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$260K Sell
2,063
-589
-22% -$72.5K 0.01% 553
2026
Q1 		$338K Buy
2,652
+211
+9% +$28.7K 0.02% 452
2025
Q4 		$323K Buy
+2,441
New +$358K 0.02% 424

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Aprio Wealth Management's J Position: Q2 2026 in Review

Aprio Wealth Management reduced its Jacobs Solutions (J) stake by 22% in Q2 2026, selling an estimated $72.5K and leaving 2,063 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #553.

Aprio Wealth Management first reported a position in J in Q4 2025 and has held it in 3 quarters since. The position peaked at $338K in Q1 2026. 333 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Aprio Wealth Management held 2,063 shares of Jacobs Solutions worth $260K as of Q2 2026.
  • Aprio Wealth Management sold 589 Jacobs Solutions shares in Q2 2026, an estimated $72.5K.
  • Jacobs Solutions made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #553 holding.
  • Aprio Wealth Management first reported a position in Jacobs Solutions in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's Jacobs Solutions position peaked at $338K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.