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Baron Wealth Management’s Jacobs Solutions J Stock Holding History

Baron Wealth Management’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
2025
Q4 		– Sell
-1,356
Closed -$203K – 269
2025
Q3 		$203K Buy
+1,356
New +$195K 0.07% 224
2025
Q2 		– Sell
-1,908
Closed -$228K – 256
2025
Q1 		$228K Buy
1,908
+205
+12% +$26.4K 0.1% 171
2024
Q4 		$225K Buy
+1,703
New +$234K 0.11% 163
2024
Q3 		– Sell
-1,776
Closed -$205K – 214
2024
Q2 		$205K Buy
+1,776
New +$208K 0.11% 166

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Baron Wealth Management's J Position: Q4 2025 in Review

Baron Wealth Management sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 1,356 shares — an estimated $203K sold.

Baron Wealth Management first reported a position in J in Q2 2024 and held it in 4 quarters. The position peaked at $228K in Q1 2025. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

  • Baron Wealth Management reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
  • Baron Wealth Management sold 1,356 Jacobs Solutions shares in Q4 2025, an estimated $203K.
  • Baron Wealth Management first reported a position in Jacobs Solutions in Q2 2024 and held it in 4 quarters.
  • Baron Wealth Management's Jacobs Solutions position peaked at $228K in Q1 2025.
  • 927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Baron Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.