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Avidian Wealth Enterprises’s Jacobs Solutions J Stock Holding History

Avidian Wealth Enterprises’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 		$214K Buy
+1,582
New +$221K 0.01% 704
2026
Q2 		– Sell
-1,917
Closed -$244K – 752
2026
Q1 		$244K Sell
1,917
-22
-1% -$2.99K 0.01% 593
2025
Q4 		$257K Hold
1,939
– – 0.01% 505
2025
Q3 		$291K Buy
1,939
+11
+0.6% +$1.58K 0.01% 478
2025
Q2 		$253K Sell
1,928
-204
-10% -$25.2K 0.01% 469
2025
Q1 		$255K Buy
2,132
+88
+4% +$11.3K 0.01% 450
2024
Q4 		$270K Buy
2,044
+107
+6% +$14.7K 0.01% 421
2024
Q3 		$251K Sell
1,937
-354
-15% -$42.7K 0.01% 432
2024
Q2 		$265K Buy
2,291
+7
+0.3% +$821 0.01% 420
2024
Q1 		$290K Sell
2,284
-677
-23% -$79.4K 0.01% 364
2023
Q4 		$318K Hold
2,961
– – 0.02% 330
2023
Q3 		$334K Buy
2,961
+1
+0% +$108 0.02% 312
2023
Q2 		$291K Buy
2,960
+605
+26% +$57.7K 0.02% 341
2023
Q1 		$229K Hold
2,355
– – 0.01% 431
2022
Q4 		$234K Buy
2,355
+1
+0% +$98 0.02% 406
2022
Q3 		$211K Hold
2,354
– – 0.02% 386
2022
Q2 		$248K Buy
+2,354
New +$263K 0.02% 389

Other funds holding J

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's J Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in Jacobs Solutions (J) in Q3 2026: 1,582 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in J as recently as Q1 2026.

Avidian Wealth Enterprises first reported a position in J in Q2 2022 and has held it in 17 quarters since. The position peaked at $334K in Q3 2023. 28 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Avidian Wealth Enterprises held 1,582 shares of Jacobs Solutions worth $214K as of Q3 2026.
  • Jacobs Solutions was a new Avidian Wealth Enterprises position in Q3 2026.
  • Jacobs Solutions made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #704 holding.
  • Avidian Wealth Enterprises first reported a position in Jacobs Solutions in Q2 2022 and has held it in 17 quarters since.
  • Avidian Wealth Enterprises's Jacobs Solutions position peaked at $334K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.