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Bogart Wealth LLC’s Jacobs Solutions J Stock Holding History

Bogart Wealth LLC’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 		$16.1K Buy
128
+96
+300% +$11.8K ﹤0.01% 854
2026
Q1 		$4.07K Buy
32
+7
+28% +$952 ﹤0.01% 1120
2025
Q4 		$3.31K Buy
25
+21
+525% +$3.08K ﹤0.01% 1085
2025
Q3 		$599 Buy
+4
New +$575 ﹤0.01% 1368
2023
Q1 		– Sell
-105
Closed -$10.4K – 1162
2022
Q4 		$10.4K Hold
105
– – ﹤0.01% 536
2022
Q3 		$9K Buy
+105
New +$10.9K ﹤0.01% 568

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's J Position: Q2 2026 in Review

Bogart Wealth LLC increased its Jacobs Solutions (J) stake by 300% in Q2 2026, buying an estimated $11.8K and bringing the position to 128 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Bogart Wealth LLC first reported a position in J in Q3 2022 and has held it in 6 quarters since. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Bogart Wealth LLC held 128 shares of Jacobs Solutions worth $16.1K as of Q2 2026.
  • Bogart Wealth LLC bought 96 Jacobs Solutions shares in Q2 2026, an estimated $11.8K.
  • Jacobs Solutions made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #854 holding.
  • Bogart Wealth LLC first reported a position in Jacobs Solutions in Q3 2022 and has held it in 6 quarters since.
  • 879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.