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Caldwell Trust’s Jacobs Solutions J Stock Holding History

Caldwell Trust’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 		$650K Sell
5,156
-862
-14% -$106K 0.05% 210
2026
Q1 		$766K Sell
6,018
-6,426
-52% -$874K 0.07% 185
2025
Q4 		$1.65M Buy
12,444
+1,425
+13% +$209K 0.15% 125
2025
Q3 		$1.65M Buy
11,019
+1,395
+14% +$200K 0.15% 123
2025
Q2 		$1.27M Buy
9,624
+736
+8% +$90.7K 0.13% 144
2025
Q1 		$1.06M Buy
8,888
+1,856
+26% +$239K 0.11% 155
2024
Q4 		$930K Buy
7,032
+1,388
+25% +$191K 0.1% 168
2024
Q3 		$731K Buy
5,644
+731
+15% +$88.1K 0.08% 185
2024
Q2 		$568K Buy
4,913
+1,324
+37% +$155K 0.06% 201
2024
Q1 		$456K Buy
3,589
+1,044
+41% +$122K 0.05% 231
2023
Q4 		$273K Buy
2,545
+983
+63% +$107K 0.03% 263
2023
Q3 		$176K Buy
1,562
+1,435
+1,130% +$155K 0.02% 304
2023
Q2 		$12.5K Buy
127
+105
+477% +$10K ﹤0.01% 616
2023
Q1 		$2.12K Buy
+22
New +$2.19K ﹤0.01% 702

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 $3.37T AUM 44.26% 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

Caldwell Trust's J Position: Q2 2026 in Review

Caldwell Trust reduced its Jacobs Solutions (J) stake by 14% in Q2 2026, selling an estimated $106K and leaving 5,156 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #210.

Caldwell Trust first reported a position in J in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2025. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Caldwell Trust held 5,156 shares of Jacobs Solutions worth $650K as of Q2 2026.
  • Caldwell Trust sold 862 Jacobs Solutions shares in Q2 2026, an estimated $106K.
  • Jacobs Solutions made up 0.05% of Caldwell Trust's portfolio in Q2 2026, its #210 holding.
  • Caldwell Trust first reported a position in Jacobs Solutions in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Trust's Jacobs Solutions position peaked at $1.65M in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.