Avalon Trust’s Jacobs Solutions J Stock Holding History

Avalon Trust’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 Q4	–	Sell	-3	Closed	-$450	–	543
2025 Q3	$450	Buy	+3	New	+$431	﹤0.01%	568
2025 Q2	–	Sell	-253	Closed	-$30.2K	–	437
2025 Q1	$30.2K	Hold	253	–	–	﹤0.01%	309
2024 Q4	$33.4K	Buy	+253	New	+$34.8K	﹤0.01%	261

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Avalon Trust's J Position: Q4 2025 in Review

Avalon Trust sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 3 shares — an estimated $450 sold.

Avalon Trust first reported a position in J in Q4 2024 and held it in 3 quarters. The position peaked at $33.4K in Q4 2024. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

Avalon Trust reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 3 Jacobs Solutions shares in Q4 2025, an estimated $450.
Avalon Trust first reported a position in Jacobs Solutions in Q4 2024 and held it in 3 quarters.
Avalon Trust's Jacobs Solutions position peaked at $33.4K in Q4 2024.
927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.