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Basecamp Wealth Advisors’s Jacobs Solutions J Stock Holding History

Basecamp Wealth Advisors’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 		$35.4K Hold
281
– – 0.01% 639
2026
Q1 		$35.8K Hold
281
– – 0.01% 634
2025
Q4 		$37.2K Buy
+281
New +$41.2K 0.01% 607

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

Basecamp Wealth Advisors's J Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Jacobs Solutions (J) position steady in Q2 2026 at 281 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #639.

Basecamp Wealth Advisors first reported a position in J in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.2K in Q4 2025. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Basecamp Wealth Advisors held 281 shares of Jacobs Solutions worth $35.4K as of Q2 2026.
  • Basecamp Wealth Advisors left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • Basecamp Wealth Advisors first reported a position in Jacobs Solutions in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Jacobs Solutions position peaked at $37.2K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.