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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avidian Wealth Enterprises's J Position: Q2 2026 in Review

Avidian Wealth Enterprises sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 1,917 shares — an estimated $244K sold.

Avidian Wealth Enterprises first reported a position in J in Q2 2022 and held it in 16 quarters. The position peaked at $334K in Q3 2023. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Avidian Wealth Enterprises reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,917 Jacobs Solutions shares in Q2 2026, an estimated $244K.
  • Avidian Wealth Enterprises first reported a position in Jacobs Solutions in Q2 2022 and held it in 16 quarters.
  • Avidian Wealth Enterprises's Jacobs Solutions position peaked at $334K in Q3 2023.
  • 866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.