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Cerro Pacific Wealth Advisors’s Jacobs Solutions J Stock Holding History

Cerro Pacific Wealth 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
2026
Q2 		– Sell
-2,031
Closed -$259K – 171
2026
Q1 		$259K Sell
2,031
-1,046
-34% -$142K 0.07% 141
2025
Q4 		$408K Buy
3,077
+225
+8% +$33K 0.11% 114
2025
Q3 		$427K Sell
2,852
-25
-0.9% -$3.59K 0.12% 108
2025
Q2 		$378K Buy
2,877
+681
+31% +$84K 0.11% 117
2025
Q1 		$290K Buy
2,196
+565
+35% +$72.7K 0.09% 129
2024
Q4 		$211K Buy
+1,631
New +$224K 0.07% 151
2023
Q1 		– Sell
-5,097
Closed -$506K – 155
2022
Q4 		$506K Sell
5,097
-82
-2% -$8.05K 0.27% 90
2022
Q3 		$465K Sell
5,179
-102
-2% -$10.6K 0.28% 89
2022
Q2 		$555K Sell
5,281
-2,488
-32% -$278K 0.35% 76
2022
Q1 		$886K Buy
7,769
+163
+2% +$17.5K 0.54% 52
2021
Q4 		$876K Buy
7,606
+691
+10% +$79.9K 0.56% 53
2021
Q3 		$758K Buy
6,915
+3,029
+78% +$335K 0.55% 56
2021
Q2 		$429K Buy
+3,886
New +$439K 0.32% 91

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cerro Pacific Wealth Advisors's J Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 2,031 shares — an estimated $259K sold.

Cerro Pacific Wealth Advisors first reported a position in J in Q2 2021 and held it in 13 quarters. The position peaked at $886K in Q1 2022. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Cerro Pacific Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 2,031 Jacobs Solutions shares in Q2 2026, an estimated $259K.
  • Cerro Pacific Wealth Advisors first reported a position in Jacobs Solutions in Q2 2021 and held it in 13 quarters.
  • Cerro Pacific Wealth Advisors's Jacobs Solutions position peaked at $886K in Q1 2022.
  • 866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.