Avion Wealth’s Jacobs Solutions J Stock Holding History

Avion Wealth’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 Q1	$1K	Hold	8	–	–	﹤0.01%	1063
2025 Q4	$1K	Sell	8 -7	-47%	-$1.03K	﹤0.01%	1057
2025 Q3	$2K	Buy	15 +7	+88%	+$1.01K	﹤0.01%	868
2025 Q2	$1K	Hold	8	–	–	﹤0.01%	990
2025 Q1	$1K	Hold	8	–	–	﹤0.01%	871
2024 Q4	$1K	Hold	8	–	–	﹤0.01%	868
2024 Q3	$1K	Sell	8 -2	-20%	-$241	﹤0.01%	826
2024 Q2	$1K	Buy	10 +5	+100%	+$586	﹤0.01%	750
2024 Q1	$1K	Sell	5 -5	-50%	-$586	﹤0.01%	981
2023 Q4	$1K	Sell	10 -5	-33%	-$544	﹤0.01%	839
2023 Q3	$1K	Buy	15 +5	+50%	+$539	﹤0.01%	659
2023 Q2	$0	Buy	10 +5	+100%	+$477	﹤0.01%	888
2023 Q1	$0	Buy	+5	New	+$499	﹤0.01%	654

Other funds holding J

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return