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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
Q2 		$1K Hold
8
– – ﹤0.01% 1268
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
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

Avion Wealth's J Position: Q2 2026 in Review

Avion Wealth held its Jacobs Solutions (J) position steady in Q2 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Avion Wealth first reported a position in J in Q1 2023 and has held it in 14 quarters since. The position peaked at $2K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Avion Wealth held 8 shares of Jacobs Solutions worth $1K as of Q2 2026.
  • Avion Wealth left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1268 holding.
  • Avion Wealth first reported a position in Jacobs Solutions in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Jacobs Solutions position peaked at $2K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.