Capstone Investment Advisors
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Capstone Investment Advisors’s Jacobs Solutions J Stock Holding History

Capstone Investment 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
Q1 		– Sell
-2,424
Closed -$321K – 1626
2024
Q4 		$321K Buy
2,424
+1,212
+100% +$167K ﹤0.01% 1460
2024
Q3 		$157K Buy
1,212
+1,091
+902% +$131K ﹤0.01% 1636
2024
Q2 		$14K Sell
121
-363
-75% -$42.6K ﹤0.01% 2012
2024
Q1 		$61.5K Sell
484
-3,022
-86% -$354K ﹤0.01% 2195
2023
Q4 		$376K Buy
3,506
+2,902
+480% +$316K ﹤0.01% 1482
2023
Q3 		$68.3K Buy
+604
New +$65.1K ﹤0.01% 1991
2023
Q1 		– Sell
-846
Closed -$84K – 1619
2022
Q4 		$84K Hold
846
– – ﹤0.01% 1420
2022
Q3 		$76K Buy
+846
New +$87.7K ﹤0.01% 1588
2022
Q2 		– Sell
-967
Closed -$110K – 1977
2022
Q1 		$110K Sell
967
-5,078
-84% -$545K ﹤0.01% 1833
2021
Q4 		$696K Sell
6,045
-10,155
-63% -$1.17M ﹤0.01% 1398
2021
Q3 		$1.78M Buy
16,200
+10,397
+179% +$1.15M ﹤0.01% 1241
2021
Q2 		$640K Buy
5,803
+1,451
+33% +$164K ﹤0.01% 1339
2021
Q1 		$465K Sell
4,352
-11,123
-72% -$1.06M ﹤0.01% 1295
2020
Q4 		$1.4M Buy
15,475
+967
+7% +$82K ﹤0.01% 980
2020
Q3 		$1.11M Buy
14,508
+5,924
+69% +$433K 0.01% 986
2020
Q2 		$602K Buy
+8,584
New +$579K ﹤0.01% 1046
2020
Q1 		– Sell
-2,539
Closed -$189K – 1265
2019
Q4 		$189K Hold
2,539
– – ﹤0.01% 1268
2019
Q3 		$192K Buy
+2,539
New +$182K ﹤0.01% 1237

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capstone Investment Advisors's J Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Jacobs Solutions (J) stake by 0.27% in Q1 2026, selling an estimated $92.7K and leaving 249,968 shares worth $31.8M. The position accounts for 0.06% of the portfolio, ranked #128.

Capstone Investment Advisors first reported a position in J in Q3 2015 and has held it in 16 quarters since. The position peaked at $33.2M in Q4 2025. 914 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Capstone Investment Advisors held 249,968 shares of Jacobs Solutions worth $31.8M as of Q1 2026.
  • Capstone Investment Advisors sold 682 Jacobs Solutions shares in Q1 2026, an estimated $92.7K.
  • Jacobs Solutions made up 0.06% of Capstone Investment Advisors's portfolio in Q1 2026, its #128 holding.
  • Capstone Investment Advisors first reported a position in Jacobs Solutions in Q3 2015 and has held it in 16 quarters since.
  • Capstone Investment Advisors's Jacobs Solutions position peaked at $33.2M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.