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Arkadios Wealth Advisors’s Jacobs Solutions J Stock Holding History

Arkadios 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
2026
Q1 		$529K Sell
4,155
-4,682
-53% -$637K 0.01% 1085
2025
Q4 		$1.17M Sell
8,837
-178
-2% -$26.1K 0.02% 633
2025
Q3 		$1.35M Buy
9,015
+195
+2% +$28K 0.03% 530
2025
Q2 		$1.16M Buy
8,820
+100
+1% +$12.3K 0.03% 517
2025
Q1 		$1.04M Buy
8,720
+4,535
+108% +$584K 0.04% 446
2024
Q4 		$554K Sell
4,185
-153
-4% -$21.1K 0.03% 507
2024
Q3 		$562K Sell
4,338
-835
-16% -$101K 0.03% 503
2024
Q2 		$598K Buy
+5,173
New +$607K 0.04% 415
2021
Q4 		– Sell
-51
Closed -$5K – 1195
2021
Q3 		$5K Hold
51
– – ﹤0.01% 1596
2021
Q2 		$5K Buy
51
+44
+629% +$4.97K ﹤0.01% 1729
2021
Q1 		$0 Hold
7
– – ﹤0.01% 1689
2020
Q4 		$0 Sell
7
-91
-93% -$7.71K ﹤0.01% 1409
2020
Q3 		$8.05K Hold
98
– – ﹤0.01% 786
2020
Q2 		$6.41K Hold
98
– – ﹤0.01% 741
2020
Q1 		$6.42K Sell
98
-604
-86% -$45.4K ﹤0.01% 732
2019
Q4 		$57.7K Buy
+702
New +$53.1K 0.03% 296

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arkadios Wealth Advisors's J Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Jacobs Solutions (J) stake by 53% in Q1 2026, selling an estimated $637K and leaving 4,155 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #1085.

Arkadios Wealth Advisors first reported a position in J in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.35M in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Arkadios Wealth Advisors held 4,155 shares of Jacobs Solutions worth $529K as of Q1 2026.
  • Arkadios Wealth Advisors sold 4,682 Jacobs Solutions shares in Q1 2026, an estimated $637K.
  • Jacobs Solutions made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1085 holding.
  • Arkadios Wealth Advisors first reported a position in Jacobs Solutions in Q4 2019 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's Jacobs Solutions position peaked at $1.35M in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.