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CBIZ Investment Advisory Services’s Jacobs Solutions J Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-12
Closed -$1.59K – 589
2025
Q4 		$1.59K Hold
12
– – ﹤0.01% 673
2025
Q3 		$1.8K Buy
12
+4
+50% +$575 ﹤0.01% 578
2025
Q2 		$1.05K Buy
+8
New +$986 ﹤0.01% 590

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

CBIZ Investment Advisory Services's J Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 12 shares — an estimated $1.59K sold.

CBIZ Investment Advisory Services first reported a position in J in Q2 2025 and held it in 3 quarters. The position peaked at $1.8K in Q3 2025. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 12 Jacobs Solutions shares in Q1 2026, an estimated $1.59K.
  • CBIZ Investment Advisory Services first reported a position in Jacobs Solutions in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Jacobs Solutions position peaked at $1.8K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.