Cidel Asset Management’s Jacobs Solutions J Stock Holding History

Cidel Asset 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
2026 Q2	$28.6M	Sell	227,076 -62,565	-22%	-$7.7M	1.38%	21
2026 Q1	$36.9M	Sell	289,641 -20,830	-7%	-$2.83M	2.01%	14
2025 Q4	$41.1M	Sell	310,471 -20,391	-6%	-$2.99M	2.91%	6
2025 Q3	$49.6M	Sell	330,862 -800	-0.2%	-$115K	2.85%	4
2025 Q2	$43.6M	Buy	331,662 +4,094	+1%	+$505K	2.62%	8
2025 Q1	$39.2M	Buy	327,568 +51,677	+19%	+$6.65M	2.56%	10
2024 Q4	$36.5M	Buy	275,891 +46,123	+20%	+$6.35M	2.46%	9
2024 Q3	$29.8M	Sell	229,768 -12,727	-5%	-$1.53M	2.1%	12
2024 Q2	$28M	Sell	242,495 -30,268	-11%	-$3.55M	2.17%	10
2024 Q1	$34.7M	Buy	272,763 +38,746	+17%	+$4.54M	2.64%	9
2023 Q4	$25.1M	Buy	234,017 +6,734	+3%	+$733K	1.08%	27
2023 Q3	$25.7M	Buy	227,283 +3,910	+2%	+$421K	1.28%	26
2023 Q2	$22M	Sell	223,373 -1,110	-0.5%	-$106K	0.99%	33
2023 Q1	$21.8M	Buy	+224,483	New	+$22.4M	1%	35

Other funds holding J

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Cidel Asset Management's J Position: Q2 2026 in Review

Cidel Asset Management reduced its Jacobs Solutions (J) stake by 22% in Q2 2026, selling an estimated $7.7M and leaving 227,076 shares worth $28.6M. The position accounts for 1.38% of the portfolio, ranked #21.

Cidel Asset Management first reported a position in J in Q1 2023 and has held it in 14 quarters since. The position peaked at $49.6M in Q3 2025. 128 funds tracked by Wall St. Rank hold J as of Q2 2026.

Cidel Asset Management held 227,076 shares of Jacobs Solutions worth $28.6M as of Q2 2026.
Cidel Asset Management sold 62,565 Jacobs Solutions shares in Q2 2026, an estimated $7.7M.
Jacobs Solutions made up 1.38% of Cidel Asset Management's portfolio in Q2 2026, its #21 holding.
Cidel Asset Management first reported a position in Jacobs Solutions in Q1 2023 and has held it in 14 quarters since.
Cidel Asset Management's Jacobs Solutions position peaked at $49.6M in Q3 2025.
128 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.