Bartlett & Co Wealth Management’s Jacobs Solutions J Stock Holding History

Bartlett & Co 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
2026 Q2	$41.1K	Buy	326 +6	+2%	+$738	﹤0.01%	780
2026 Q1	$41.8K	Buy	320 +2	+0.6%	+$272	﹤0.01%	716
2025 Q4	$42.1K	Hold	318	–	–	﹤0.01%	700
2025 Q3	$47.7K	Hold	318	–	–	﹤0.01%	677
2025 Q2	$41.8K	Sell	318 -1	-0.3%	-$123	﹤0.01%	684
2025 Q1	$38.2K	Sell	319 -370	-54%	-$47.6K	﹤0.01%	700
2024 Q4	$91.1K	Hold	689	–	–	﹤0.01%	553
2024 Q3	$89.3K	Sell	689 -116	-14%	-$14K	﹤0.01%	561
2024 Q2	$93K	Hold	805	–	–	﹤0.01%	558
2024 Q1	$102K	Buy	805 +19	+2%	+$2.23K	﹤0.01%	546
2023 Q4	$84.5K	Sell	786 -60	-7%	-$6.53K	﹤0.01%	600
2023 Q3	$95.5K	Sell	846 -121	-13%	-$13K	﹤0.01%	548
2023 Q2	$95.1K	Hold	967	–	–	﹤0.01%	555
2023 Q1	$94K	Hold	967	–	–	﹤0.01%	473
2022 Q4	$96.1K	Hold	967	–	–	﹤0.01%	477
2022 Q3	$87K	Hold	967	–	–	﹤0.01%	476
2022 Q2	$102K	Hold	967	–	–	﹤0.01%	461
2022 Q1	$110K	Buy	+967	New	+$104K	﹤0.01%	473
2021 Q4	–	Sell	-967	Closed	-$106K	–	646
2021 Q3	$106K	Hold	967	–	–	﹤0.01%	402
2021 Q2	$107K	Hold	967	–	–	﹤0.01%	401
2021 Q1	$103K	Hold	967	–	–	﹤0.01%	407
2020 Q4	$87.2K	Hold	967	–	–	﹤0.01%	438
2020 Q3	$74.2K	Hold	967	–	–	﹤0.01%	429
2020 Q2	$67.8K	Sell	967 -121	-11%	-$8.16K	﹤0.01%	443
2020 Q1	$71.3K	Hold	1,088	–	–	﹤0.01%	406
2019 Q4	$80.8K	Hold	1,088	–	–	﹤0.01%	437
2019 Q3	$82.3K	Buy	+1,088	New	+$77.8K	﹤0.01%	417

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bartlett & Co Wealth Management's J Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Jacobs Solutions (J) stake by 1.9% in Q2 2026, buying an estimated $738 and bringing the position to 326 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Bartlett & Co Wealth Management first reported a position in J in Q3 2019 and has held it in 27 quarters since. The position peaked at $110K in Q1 2022. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Bartlett & Co Wealth Management held 326 shares of Jacobs Solutions worth $41.1K as of Q2 2026.
Bartlett & Co Wealth Management bought 6 Jacobs Solutions shares in Q2 2026, an estimated $738.
Jacobs Solutions made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #780 holding.
Bartlett & Co Wealth Management first reported a position in Jacobs Solutions in Q3 2019 and has held it in 27 quarters since.
Bartlett & Co Wealth Management's Jacobs Solutions position peaked at $110K in Q1 2022.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.