Caldwell Investment Management’s Jacobs Solutions J Stock Holding History

Caldwell Investment 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	$869K	Sell	6,900 -4,100	-37%	-$504K	0.57%	25
2026 Q1	$1.37M	Hold	11,000	–	–	0.54%	34
2025 Q4	$1.47M	Buy	+11,000	New	+$1.61M	0.91%	19
2025 Q3	–	Sell	-11,000	Closed	-$1.44M	–	30
2025 Q2	$1.44M	Sell	11,000 -110	-1%	-$13.6K	1.25%	16
2025 Q1	$1.33M	Hold	11,110	–	–	0.98%	21
2024 Q4	$1.47M	Hold	11,110	–	–	0.99%	24
2024 Q3	$1.71M	Sell	11,110 -2,189	-16%	-$264K	1.2%	16
2024 Q2	$1.53M	Hold	13,299	–	–	1.15%	20
2024 Q1	$1.69M	Hold	13,299	–	–	1.26%	20
2023 Q4	$1.43M	Hold	13,299	–	–	1.1%	22
2023 Q3	$1.49M	Buy	+13,299	New	+$1.43M	1.45%	15

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 $3.37T AUM 44.26% 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

Caldwell Investment Management's J Position: Q2 2026 in Review

Caldwell Investment Management reduced its Jacobs Solutions (J) stake by 37% in Q2 2026, selling an estimated $504K and leaving 6,900 shares worth $869K. The position accounts for 0.57% of the portfolio, ranked #25.

Caldwell Investment Management first reported a position in J in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2024. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Caldwell Investment Management held 6,900 shares of Jacobs Solutions worth $869K as of Q2 2026.
Caldwell Investment Management sold 4,100 Jacobs Solutions shares in Q2 2026, an estimated $504K.
Jacobs Solutions made up 0.57% of Caldwell Investment Management's portfolio in Q2 2026, its #25 holding.
Caldwell Investment Management first reported a position in Jacobs Solutions in Q3 2023 and has held it in 11 quarters since.
Caldwell Investment Management's Jacobs Solutions position peaked at $1.71M in Q3 2024.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.