Capital Analysts LLC’s Jacobs Solutions J Stock Holding History

Capital Analysts 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	$148K	Sell	1,174 -10	-0.8%	-$1.23K	﹤0.01%	756
2026 Q1	$150K	Sell	1,184 -24	-2%	-$3.26K	﹤0.01%	698
2025 Q4	$160K	Hold	1,208	–	–	﹤0.01%	661
2025 Q3	$181K	Buy	1,208 +116	+11%	+$16.7K	0.01%	609
2025 Q2	$144K	Sell	1,092 -11	-1%	-$1.36K	﹤0.01%	592
2025 Q1	$132K	Hold	1,103	–	–	﹤0.01%	586
2024 Q4	$146K	Sell	1,103 -9	-0.8%	-$1.24K	0.01%	539
2024 Q3	$144K	Sell	1,112 -148	-12%	-$17.8K	0.01%	523
2024 Q2	$146K	Hold	1,260	–	–	0.01%	500
2024 Q1	$160K	Hold	1,260	–	–	0.01%	479
2023 Q4	$135K	Hold	1,260	–	–	0.01%	483
2023 Q3	$142K	Hold	1,260	–	–	0.01%	436
2023 Q2	$124K	Hold	1,260	–	–	0.01%	433
2023 Q1	$122K	Hold	1,260	–	–	0.01%	439
2022 Q4	$125K	Sell	1,260 -6	-0.5%	-$589	0.01%	459
2022 Q3	$114K	Buy	1,266 +6	+0.5%	+$622	0.01%	422
2022 Q2	$132K	Hold	1,260	–	–	0.01%	395
2022 Q1	$144K	Hold	1,260	–	–	0.01%	372
2021 Q4	$145K	Buy	1,260 +265	+27%	+$30.6K	0.01%	385
2021 Q3	$109K	Hold	995	–	–	0.01%	437
2021 Q2	$110K	Buy	995 +417	+72%	+$47.1K	0.01%	433
2021 Q1	$62K	Buy	578 +545	+1,652%	+$52K	﹤0.01%	552
2020 Q4	$3K	Hold	33	–	–	﹤0.01%	654
2020 Q3	$3K	Hold	33	–	–	﹤0.01%	687
2020 Q2	$2K	Hold	33	–	–	﹤0.01%	663
2020 Q1	$2K	Hold	33	–	–	﹤0.01%	635
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	671
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	655
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	637
2019 Q1	$2K	Buy	+33	New	+$1.86K	﹤0.01%	609

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 Analysts LLC's J Position: Q2 2026 in Review

Capital Analysts LLC reduced its Jacobs Solutions (J) stake by 0.84% in Q2 2026, selling an estimated $1.23K and leaving 1,174 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Capital Analysts LLC first reported a position in J in Q1 2019 and has held it in 30 quarters since. The position peaked at $181K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Capital Analysts LLC held 1,174 shares of Jacobs Solutions worth $148K as of Q2 2026.
Capital Analysts LLC sold 10 Jacobs Solutions shares in Q2 2026, an estimated $1.23K.
Jacobs Solutions made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #756 holding.
Capital Analysts LLC first reported a position in Jacobs Solutions in Q1 2019 and has held it in 30 quarters since.
Capital Analysts LLC's Jacobs Solutions position peaked at $181K in Q3 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.