Bellevue Asset Management’s Jacobs Solutions J Stock Holding History

Bellevue Asset 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	$23.4K	Hold	186	–	–	0.01%	237
2026 Q1	$23.7K	Hold	186	–	–	0.01%	229
2025 Q4	$24.6K	Hold	186	–	–	0.01%	219
2025 Q3	$27.9K	Hold	186	–	–	0.01%	214
2025 Q2	$24.4K	Sell	186 -2	-1%	-$247	0.01%	220
2025 Q1	$22.5K	Hold	188	–	–	0.01%	223
2024 Q4	$24.9K	Hold	188	–	–	0.01%	221
2024 Q3	$24.3K	Sell	188 -37	-16%	-$4.46K	0.01%	217
2024 Q2	$26K	Hold	225	–	–	0.01%	204
2024 Q1	$28.6K	Hold	225	–	–	0.02%	197
2023 Q4	$24.1K	Hold	225	–	–	0.02%	211
2023 Q3	$25.4K	Hold	225	–	–	0.02%	199
2023 Q2	$22.1K	Hold	225	–	–	0.01%	217
2023 Q1	$21.9K	Hold	225	–	–	0.01%	218
2022 Q4	$22.1K	Hold	225	–	–	0.02%	220
2022 Q3	$21K	Hold	225	–	–	0.02%	235
2022 Q2	$24K	Hold	225	–	–	0.02%	231
2022 Q1	$26K	Hold	225	–	–	0.02%	239
2021 Q4	$26K	Hold	225	–	–	0.02%	250
2021 Q3	$25K	Hold	225	–	–	0.02%	254
2021 Q2	$25K	Hold	225	–	–	0.02%	264
2021 Q1	$24K	Hold	225	–	–	0.01%	267
2020 Q4	$20K	Hold	225	–	–	0.01%	285
2020 Q3	$17K	Hold	225	–	–	0.01%	278
2020 Q2	$16K	Hold	225	–	–	0.02%	285
2020 Q1	$15K	Hold	225	–	–	0.02%	296
2019 Q4	$17K	Buy	+225	New	+$17K	0.01%	266

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 $3.38T AUM 44.17% 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

Bellevue Asset Management's J Position: Q2 2026 in Review

Bellevue Asset Management held its Jacobs Solutions (J) position steady in Q2 2026 at 186 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #237.

Bellevue Asset Management first reported a position in J in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.6K in Q1 2024. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

Bellevue Asset Management held 186 shares of Jacobs Solutions worth $23.4K as of Q2 2026.
Bellevue Asset Management left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #237 holding.
Bellevue Asset Management first reported a position in Jacobs Solutions in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Jacobs Solutions position peaked at $28.6K in Q1 2024.
879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.