BIP Wealth’s Jacobs Solutions J Stock Holding History

BIP Wealth’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	$635K	Buy	4,992 +682	+16%	+$92.7K	0.03%	260
2025 Q4	$571K	Buy	+4,310	New	+$632K	0.02%	280

Other funds holding J

BlackRock New York $5.72T 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 $44.7B AUM 17.24% 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

BIP Wealth's J Position: Q1 2026 in Review

BIP Wealth increased its Jacobs Solutions (J) stake by 16% in Q1 2026, buying an estimated $92.7K and bringing the position to 4,992 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #260.

BIP Wealth first reported a position in J in Q4 2025 and has held it in 2 quarters since. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

BIP Wealth held 4,992 shares of Jacobs Solutions worth $635K as of Q1 2026.
BIP Wealth bought 682 Jacobs Solutions shares in Q1 2026, an estimated $92.7K.
Jacobs Solutions made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #260 holding.
BIP Wealth first reported a position in Jacobs Solutions in Q4 2025 and has held it in 2 quarters since.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.