Campbell Newman Asset Management’s Jacobs Solutions J Stock Holding History

Campbell Newman 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	$806K	Sell	6,393 -148,676	-96%	-$18.3M	0.06%	81
2026 Q1	$19.7M	Sell	155,069 -99,723	-39%	-$13.6M	1.6%	27
2025 Q4	$33.7M	Buy	254,792 +301	+0.1%	+$44.1K	2.47%	14
2025 Q3	$38.1M	Buy	254,491 +5,445	+2%	+$782K	2.79%	12
2025 Q2	$32.7M	Sell	249,046 -7,933	-3%	-$978K	2.61%	13
2025 Q1	$30.8M	Buy	256,979 +1,594	+0.6%	+$205K	2.61%	15
2024 Q4	$33.8M	Buy	255,385 +60,301	+31%	+$8.3M	2.72%	13
2024 Q3	$25.3M	Sell	195,084 -38,471	-16%	-$4.64M	1.9%	23
2024 Q2	$27M	Buy	+233,555	New	+$27.4M	2.16%	18

Other funds holding J

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Campbell Newman Asset Management's J Position: Q2 2026 in Review

Campbell Newman Asset Management reduced its Jacobs Solutions (J) stake by 96% in Q2 2026, selling an estimated $18.3M and leaving 6,393 shares worth $806K. The position accounts for 0.06% of the portfolio, ranked #81.

Campbell Newman Asset Management first reported a position in J in Q2 2024 and has held it in 9 quarters since. The position peaked at $38.1M in Q3 2025. 262 funds tracked by Wall St. Rank hold J as of Q2 2026.

Campbell Newman Asset Management held 6,393 shares of Jacobs Solutions worth $806K as of Q2 2026.
Campbell Newman Asset Management sold 148,676 Jacobs Solutions shares in Q2 2026, an estimated $18.3M.
Jacobs Solutions made up 0.06% of Campbell Newman Asset Management's portfolio in Q2 2026, its #81 holding.
Campbell Newman Asset Management first reported a position in Jacobs Solutions in Q2 2024 and has held it in 9 quarters since.
Campbell Newman Asset Management's Jacobs Solutions position peaked at $38.1M in Q3 2025.
262 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.