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Asset Planning Inc’s Jacobs Solutions J Stock Holding History

Asset Planning Inc’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 		$217K Buy
1,721
+5
+0.3% +$615 0.14% 89
2026
Q1 		$218K Buy
1,716
+5
+0.3% +$680 0.16% 77
2025
Q4 		$227K Buy
1,711
+4
+0.2% +$587 0.16% 77
2025
Q3 		$256K Buy
1,707
+4
+0.2% +$575 0.19% 76
2025
Q2 		$224K Sell
1,703
-13
-0.8% -$1.6K 0.17% 77
2025
Q1 		$205K Buy
1,716
+5
+0.3% +$644 0.16% 80
2024
Q4 		$226K Buy
+1,711
New +$235K 0.17% 73

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Asset Planning Inc's J Position: Q2 2026 in Review

Asset Planning Inc increased its Jacobs Solutions (J) stake by 0.29% in Q2 2026, buying an estimated $615 and bringing the position to 1,721 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #89.

Asset Planning Inc first reported a position in J in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Asset Planning Inc held 1,721 shares of Jacobs Solutions worth $217K as of Q2 2026.
  • Asset Planning Inc bought 5 Jacobs Solutions shares in Q2 2026, an estimated $615.
  • Jacobs Solutions made up 0.14% of Asset Planning Inc's portfolio in Q2 2026, its #89 holding.
  • Asset Planning Inc first reported a position in Jacobs Solutions in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Jacobs Solutions position peaked at $256K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.