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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Asset Planning Inc's J Position: Q1 2026 in Review

Asset Planning Inc increased its Jacobs Solutions (J) stake by 0.29% in Q1 2026, buying an estimated $680 and bringing the position to 1,716 shares worth $218K. The position accounts for 0.16% of the portfolio, ranked #77.

Asset Planning Inc first reported a position in J in Q4 2024 and has held it in 6 quarters since. The position peaked at $256K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Asset Planning Inc held 1,716 shares of Jacobs Solutions worth $218K as of Q1 2026.
Asset Planning Inc bought 5 Jacobs Solutions shares in Q1 2026, an estimated $680.
Jacobs Solutions made up 0.16% of Asset Planning Inc's portfolio in Q1 2026, its #77 holding.
Asset Planning Inc first reported a position in Jacobs Solutions in Q4 2024 and has held it in 6 quarters since.
Asset Planning Inc's Jacobs Solutions position peaked at $256K in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.