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Capital Performance Advisors’s Jacobs Solutions J Stock Holding History

Capital Performance Advisors’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
2025
Q4 		– Sell
-1,407
Closed -$211K – 468
2025
Q3 		$211K Buy
+1,407
New +$202K 0.03% 308
2024
Q4 		– Sell
-326
Closed -$42.3K – 1415
2024
Q3 		$42.3K Buy
+326
New +$39.3K 0.01% 396

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Capital Performance Advisors's J Position: Q4 2025 in Review

Capital Performance Advisors sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 1,407 shares — an estimated $211K sold.

Capital Performance Advisors first reported a position in J in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

  • Capital Performance Advisors reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 1,407 Jacobs Solutions shares in Q4 2025, an estimated $211K.
  • Capital Performance Advisors first reported a position in Jacobs Solutions in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Jacobs Solutions position peaked at $211K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.