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Arete Wealth Advisors’s Jacobs Solutions J Stock Holding History

Arete Wealth Advisors’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
2025
Q2 		– Sell
-3,497
Closed -$419K – 780
2025
Q1 		$419K Sell
3,497
-19
-0.5% -$2.45K 0.03% 438
2024
Q4 		$464K Sell
3,516
-68
-2% -$9.36K 0.03% 432
2024
Q3 		$463K Sell
3,584
-832
-19% -$100K 0.04% 393
2024
Q2 		$509K Buy
+4,416
New +$518K 0.04% 385
2024
Q1 		– Sell
-6,739
Closed -$724K – 555
2023
Q4 		$724K Buy
+6,739
New +$734K 0.06% 314
2023
Q3 		– Sell
-2,487
Closed -$245K – 614
2023
Q2 		$245K Sell
2,487
-23
-0.9% -$2.19K 0.02% 547
2023
Q1 		$244K Sell
2,510
-32
-1% -$3.19K 0.02% 532
2022
Q4 		$253M Sell
2,542
-1,209
-32% -$119K 0.02% 505
2022
Q3 		$337K Buy
+3,751
New +$389K 0.03% 378

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Arete Wealth Advisors's J Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 3,497 shares — an estimated $419K sold.

Arete Wealth Advisors first reported a position in J in Q3 2022 and held it in 9 quarters. The position peaked at $253M in Q4 2022. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,497 Jacobs Solutions shares in Q2 2025, an estimated $419K.
  • Arete Wealth Advisors first reported a position in Jacobs Solutions in Q3 2022 and held it in 9 quarters.
  • Arete Wealth Advisors's Jacobs Solutions position peaked at $253M in Q4 2022.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.