CTWM
J icon

Cherry Tree Wealth Management’s Jacobs Solutions J Stock Holding History

Cherry Tree Wealth Management’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
-76
Closed -$9.07K – 676
2025
Q1 		$9.07K Hold
76
– – ﹤0.01% 442
2024
Q4 		$10K Hold
76
– – ﹤0.01% 416
2024
Q3 		$9.82K Sell
76
-15
-16% -$1.81K ﹤0.01% 420
2024
Q2 		$10.5K Buy
+91
New +$10.7K ﹤0.01% 389

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 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

Cherry Tree Wealth Management's J Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 76 shares — an estimated $9.07K sold.

Cherry Tree Wealth Management first reported a position in J in Q2 2024 and held it in 4 quarters. The position peaked at $10.5K in Q2 2024. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 76 Jacobs Solutions shares in Q2 2025, an estimated $9.07K.
  • Cherry Tree Wealth Management first reported a position in Jacobs Solutions in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Jacobs Solutions position peaked at $10.5K in Q2 2024.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.