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
Q4 		– Sell
-2,300
Closed -$345K – 1832
2025
Q3 		$345K Buy
2,300
+400
+21% +$57.5K ﹤0.01% 1585
2025
Q2 		$250K Buy
+1,900
New +$234K ﹤0.01% 1467
2025
Q1 		– Sell
-3,939
Closed -$521K – 1628
2024
Q4 		$521K Buy
3,939
+2,424
+160% +$334K ﹤0.01% 1306
2024
Q3 		$196K Sell
1,515
-178
-11% -$21.5K ﹤0.01% 1584
2024
Q2 		$196K Buy
1,693
+1,089
+180% +$128K ﹤0.01% 1774
2024
Q1 		$76.9K Sell
604
-6,287
-91% -$737K ﹤0.01% 2173
2023
Q4 		$740K Buy
6,891
+3,506
+104% +$382K ﹤0.01% 1168
2023
Q3 		$382K Buy
+3,385
New +$365K ﹤0.01% 1463
2023
Q1 		– Sell
-2,176
Closed -$216K – 1621
2022
Q4 		$216K Hold
2,176
– – ﹤0.01% 1283
2022
Q3 		$195K Buy
+2,176
New +$225K ﹤0.01% 1479
2022
Q2 		– Sell
-10,881
Closed -$1.24M – 1978
2022
Q1 		$1.24M Sell
10,881
-37,961
-78% -$4.07M ﹤0.01% 1236
2021
Q4 		$5.63M Sell
48,842
-56,701
-54% -$6.55M 0.01% 791
2021
Q3 		$11.6M Buy
105,543
+57,668
+120% +$6.38M 0.02% 570
2021
Q2 		$5.28M Buy
47,875
+19,948
+71% +$2.25M 0.01% 718
2021
Q1 		$2.99M Sell
27,927
-8,705
-24% -$831K 0.01% 799
2020
Q4 		$3.3M Buy
36,632
+846
+2% +$71.7K 0.01% 730
2020
Q3 		$2.75M Buy
35,786
+12,332
+53% +$901K 0.01% 704
2020
Q2 		$1.65M Buy
+23,454
New +$1.58M 0.01% 774
2020
Q1 		– Sell
-4,836
Closed -$359K – 1266
2019
Q4 		$359K Hold
4,836
– – ﹤0.01% 1198
2019
Q3 		$366K Buy
+4,836
New +$346K ﹤0.01% 1149

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 $2.9T AUM 29.55% 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.