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Carolinas Wealth Consulting’s Jacobs Solutions J Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-14
Closed -$1.71K – 492
2025
Q1 		$1.71K Sell
14
-1
-7% -$129 ﹤0.01% 836
2024
Q4 		$1.89K Buy
15
+4
+36% +$551 ﹤0.01% 840
2024
Q3 		$1.34K Sell
11
-2
-15% -$241 ﹤0.01% 880
2024
Q2 		$1.44K Sell
13
-608
-98% -$71.3K ﹤0.01% 854
2024
Q1 		$78.9K Buy
621
+615
+10,250% +$72.1K 0.02% 307
2023
Q4 		$649 Hold
6
– – ﹤0.01% 885
2023
Q3 		$668 Sell
6
-4
-40% -$431 ﹤0.01% 892
2023
Q2 		$951 Hold
10
– – ﹤0.01% 918
2023
Q1 		$940 Buy
10
+4
+67% +$399 ﹤0.01% 905
2022
Q4 		$600 Hold
6
– – ﹤0.01% 981
2022
Q3 		$1K Hold
6
– – ﹤0.01% 830
2022
Q2 		$1K Hold
6
– – ﹤0.01% 831
2022
Q1 		$1K Hold
6
– – ﹤0.01% 858
2021
Q4 		$1K Hold
6
– – ﹤0.01% 898
2021
Q3 		$1K Hold
6
– – ﹤0.01% 873
2021
Q2 		$1K Hold
6
– – ﹤0.01% 887
2021
Q1 		$1K Hold
6
– – ﹤0.01% 885
2020
Q4 		$1K Hold
6
– – ﹤0.01% 811
2020
Q3 		$0 Hold
6
– – ﹤0.01% 970
2020
Q2 		$0 Buy
+6
New +$405 ﹤0.01% 693

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 $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Carolinas Wealth Consulting's J Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 14 shares — an estimated $1.71K sold.

Carolinas Wealth Consulting first reported a position in J in Q2 2020 and held it in 20 quarters. The position peaked at $78.9K in Q1 2024. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 Jacobs Solutions shares in Q2 2025, an estimated $1.71K.
  • Carolinas Wealth Consulting first reported a position in Jacobs Solutions in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Jacobs Solutions position peaked at $78.9K in Q1 2024.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.