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Avantax Advisory Services’s Jacobs Solutions J Stock Holding History

Avantax Advisory Services’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
Q2 		$1.07M Sell
8,155
-15
-0.2% -$1.85K 0.01% 1126
2025
Q1 		$978K Sell
8,170
-655
-7% -$84.3K 0.01% 1098
2024
Q4 		$1.17M Buy
8,825
+755
+9% +$104K 0.01% 967
2024
Q3 		$1.05M Sell
8,070
-80
-1% -$9.64K 0.01% 996
2024
Q2 		$942K Buy
8,150
+668
+9% +$78.3K 0.01% 1010
2024
Q1 		$951K Buy
7,482
+381
+5% +$44.7K 0.01% 769
2023
Q4 		$763K Sell
7,101
-722
-9% -$78.6K 0.01% 822
2023
Q3 		$883K Buy
7,823
+1,395
+22% +$150K 0.01% 735
2023
Q2 		$632K Sell
6,428
-479
-7% -$45.7K 0.01% 857
2023
Q1 		$671K Buy
6,907
+450
+7% +$44.9K 0.01% 805
2022
Q4 		$641K Buy
+6,457
New +$634K 0.01% 769
2020
Q4 		– Sell
-8,255
Closed -$634K – 1149
2020
Q3 		$634K Buy
+8,255
New +$603K 0.01% 713

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Avantax Advisory Services's J Position: Q2 2025 in Review

Avantax Advisory Services reduced its Jacobs Solutions (J) stake by 0.18% in Q2 2025, selling an estimated $1.85K and leaving 8,155 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1126.

Avantax Advisory Services first reported a position in J in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.17M in Q4 2024. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Avantax Advisory Services held 8,155 shares of Jacobs Solutions worth $1.07M as of Q2 2025.
  • Avantax Advisory Services sold 15 Jacobs Solutions shares in Q2 2025, an estimated $1.85K.
  • Jacobs Solutions made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1126 holding.
  • Avantax Advisory Services first reported a position in Jacobs Solutions in Q3 2020 and has held it in 12 quarters since.
  • Avantax Advisory Services's Jacobs Solutions position peaked at $1.17M in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.