Badgley Phelps Wealth Managers’s Jacobs Solutions J Stock Holding History

Badgley Phelps Wealth Managers’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	$1.72M	Sell	13,538 -656	-5%	-$89.2K	0.03%	171
2025 Q4	$1.88M	Sell	14,194 -917	-6%	-$134K	0.03%	168
2025 Q3	$2.26M	Sell	15,111 -7,713	-34%	-$1.11M	0.05%	152
2025 Q2	$3M	Sell	22,824 -71,914	-76%	-$8.87M	0.07%	138
2025 Q1	$11.3M	Buy	94,738 +2,781	+3%	+$358K	0.27%	101
2024 Q4	$12.2M	Buy	91,957 +4,754	+5%	+$654K	0.28%	93
2024 Q3	$11.3M	Sell	87,203 -16,170	-16%	-$1.95M	0.26%	100
2024 Q2	$11.9M	Buy	103,373 +608	+0.6%	+$71.3K	0.3%	90
2024 Q1	$13.1M	Buy	102,765 +7,947	+8%	+$932K	0.33%	92
2023 Q4	$10.2M	Buy	94,818 +76,511	+418%	+$8.33M	0.28%	93
2023 Q3	$2.07M	Buy	18,307 +1,933	+12%	+$208K	0.07%	123
2023 Q2	$1.61M	Buy	+16,374	New	+$1.56M	0.05%	135

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 $1.02T AUM 30.18% 1-Year Est. Return

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

Badgley Phelps Wealth Managers's J Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Jacobs Solutions (J) stake by 4.6% in Q1 2026, selling an estimated $89.2K and leaving 13,538 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #171.

Badgley Phelps Wealth Managers first reported a position in J in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.1M in Q1 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Badgley Phelps Wealth Managers held 13,538 shares of Jacobs Solutions worth $1.72M as of Q1 2026.
Badgley Phelps Wealth Managers sold 656 Jacobs Solutions shares in Q1 2026, an estimated $89.2K.
Jacobs Solutions made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #171 holding.
Badgley Phelps Wealth Managers first reported a position in Jacobs Solutions in Q2 2023 and has held it in 12 quarters since.
Badgley Phelps Wealth Managers's Jacobs Solutions position peaked at $13.1M in Q1 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.