Aprio Wealth Management
J icon

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
Q3 		$235K Sell
1,739
-324
-16% -$45.3K 0.01% 579
2026
Q2 		$260K Sell
2,063
-589
-22% -$72.4K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Aprio Wealth Management's J Position: Q3 2026 in Review

Aprio Wealth Management reduced its Jacobs Solutions (J) stake by 16% in Q3 2026, selling an estimated $45.3K and leaving 1,739 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #579.

Aprio Wealth Management first reported a position in J in Q4 2025 and has held it in 4 quarters since. The position peaked at $338K in Q1 2026. 510 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Aprio Wealth Management held 1,739 shares of Jacobs Solutions worth $235K as of Q3 2026.
  • Aprio Wealth Management sold 324 Jacobs Solutions shares in Q3 2026, an estimated $45.3K.
  • Jacobs Solutions made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #579 holding.
  • Aprio Wealth Management first reported a position in Jacobs Solutions in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Jacobs Solutions position peaked at $338K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.