Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BIA
Bell Investment Advisors’s
Jacobs Solutions
J
Stock Holding History
Bell Investment 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
Q1
$5.6K
Sell
44
-5
-10%
-$680
﹤0.01%
915
2025
Q4
$6.49K
Buy
49
+10
+26%
+$1.47K
﹤0.01%
877
2025
Q3
$5.84K
Hold
39
–
–
﹤0.01%
852
2025
Q2
$5.13K
Sell
39
-8
-17%
-$986
﹤0.01%
965
2025
Q1
$5.68K
Buy
47
+13
+38%
+$1.67K
﹤0.01%
858
2024
Q4
$4.54K
Sell
34
-6
-15%
-$826
﹤0.01%
965
2024
Q3
$5.24K
Sell
40
-13
-25%
-$1.57K
﹤0.01%
911
2024
Q2
$6.15K
Hold
53
–
–
﹤0.01%
827
2024
Q1
$6.76K
Buy
53
+5
+10%
+$586
﹤0.01%
761
2023
Q4
$5.19K
Hold
48
–
–
﹤0.01%
865
2023
Q3
$5.46K
Buy
48
+7
+17%
+$754
﹤0.01%
758
2023
Q2
$4.04K
Sell
41
-18
-31%
-$1.72K
﹤0.01%
929
2023
Q1
$5.76K
Sell
59
-20
-25%
-$2K
﹤0.01%
714
2022
Q4
$7.8K
Buy
79
+4
+5%
+$393
﹤0.01%
583
2022
Q3
$7K
Buy
75
+59
+369%
+$6.11K
﹤0.01%
534
2022
Q2
$2K
Buy
+16
New
+$1.79K
﹤0.01%
1169
2021
Q4
$1K
Hold
11
–
–
﹤0.01%
1480
2021
Q3
$1K
Buy
+11
New
+$1.22K
﹤0.01%
1426
Other funds holding J
BlackRock
New York
$5.7T 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
$43.1B AUM
23.42%
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close