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 Q3	$233K	Buy	1,725 +4	+0.2%	+$559	0.15%	83
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Asset Planning Inc's J Position: Q3 2026 in Review

Asset Planning Inc increased its Jacobs Solutions (J) stake by 0.23% in Q3 2026, buying an estimated $559 and bringing the position to 1,725 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #83.

Asset Planning Inc first reported a position in J in Q4 2024 and has held it in 8 quarters since. The position peaked at $256K in Q3 2025. 447 funds tracked by Wall St. Rank hold J as of Q3 2026.

Asset Planning Inc held 1,725 shares of Jacobs Solutions worth $233K as of Q3 2026.
Asset Planning Inc bought 4 Jacobs Solutions shares in Q3 2026, an estimated $559.
Jacobs Solutions made up 0.15% of Asset Planning Inc's portfolio in Q3 2026, its #83 holding.
Asset Planning Inc first reported a position in Jacobs Solutions in Q4 2024 and has held it in 8 quarters since.
Asset Planning Inc's Jacobs Solutions position peaked at $256K in Q3 2025.
447 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.