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Clarion Wealth Managment Partners’s Jacobs Solutions J Stock Holding History

Clarion Wealth Managment Partners’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 		$391K Hold
3,073
– – 0.35% 59
2025
Q4 		$407K Hold
3,073
– – 0.38% 55
2025
Q3 		$461K Hold
3,073
– – 0.45% 54
2025
Q2 		$404K Buy
+3,073
New +$379K 0.44% 55

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clarion Wealth Managment Partners's J Position: Q1 2026 in Review

Clarion Wealth Managment Partners held its Jacobs Solutions (J) position steady in Q1 2026 at 3,073 shares worth $391K. The position accounts for 0.35% of the portfolio, ranked #59.

Clarion Wealth Managment Partners first reported a position in J in Q2 2025 and has held it in 4 quarters since. The position peaked at $461K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Clarion Wealth Managment Partners held 3,073 shares of Jacobs Solutions worth $391K as of Q1 2026.
  • Clarion Wealth Managment Partners left its Jacobs Solutions share count unchanged in Q1 2026.
  • Jacobs Solutions made up 0.35% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #59 holding.
  • Clarion Wealth Managment Partners first reported a position in Jacobs Solutions in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's Jacobs Solutions position peaked at $461K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.