Capital Advisors Ltd’s Jacobs Solutions J Stock Holding History

Capital Advisors Ltd’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	$20K	Sell	156 -3	-2%	-$369	﹤0.01%	686
2026 Q1	$20K	Hold	159	–	–	﹤0.01%	669
2025 Q4	$21K	Hold	159	–	–	﹤0.01%	643
2025 Q3	$24K	Hold	159	–	–	﹤0.01%	612
2025 Q2	$21K	Buy	159 +4	+3%	+$493	﹤0.01%	615
2025 Q1	$18K	Sell	155 -24	-13%	-$3.09K	﹤0.01%	629
2024 Q4	$24K	Buy	179 +16	+10%	+$2.2K	﹤0.01%	590
2024 Q3	$21K	Sell	163 -32	-16%	-$3.86K	﹤0.01%	604
2024 Q2	$22K	Buy	195 +179	+1,119%	+$21K	﹤0.01%	582
2024 Q1	$2K	Buy	16 +6	+60%	+$703	﹤0.01%	1047
2023 Q4	$1K	Hold	10	–	–	﹤0.01%	1158
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	1151
2023 Q2	$1K	Buy	+10	New	+$953	﹤0.01%	1162
2023 Q1	–	Sell	-23	Closed	-$2K	–	1376
2022 Q4	$2K	Buy	23 +11	+92%	+$1.08K	﹤0.01%	864
2022 Q3	$1K	Buy	12 +5	+71%	+$518	﹤0.01%	1041
2022 Q2	$1K	Sell	7 -4	-36%	-$448	﹤0.01%	810
2022 Q1	$1K	Buy	11 +7	+175%	+$751	﹤0.01%	733
2021 Q4	$0	Buy	+4	New	+$462	﹤0.01%	876

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

Capital Advisors Ltd's J Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Jacobs Solutions (J) stake by 1.9% in Q2 2026, selling an estimated $369 and leaving 156 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Capital Advisors Ltd first reported a position in J in Q4 2021 and has held it in 18 quarters since. The position peaked at $24K in Q3 2025. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

Capital Advisors Ltd held 156 shares of Jacobs Solutions worth $20K as of Q2 2026.
Capital Advisors Ltd sold 3 Jacobs Solutions shares in Q2 2026, an estimated $369.
Jacobs Solutions made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #686 holding.
Capital Advisors Ltd first reported a position in Jacobs Solutions in Q4 2021 and has held it in 18 quarters since.
Capital Advisors Ltd's Jacobs Solutions position peaked at $24K in Q3 2025.
866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.