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Clayton Partners’s Jacobs Solutions J Stock Holding History

Clayton 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
Q2 		$2.86M Sell
22,721
-1,231
-5% -$151K 1.88% 22
2026
Q1 		$3.05M Buy
23,952
+70
+0.3% +$9.52K 2.22% 21
2025
Q4 		$3.16M Sell
23,882
-248
-1% -$36.4K 2.28% 22
2025
Q3 		$3.62M Sell
24,130
-23
-0.1% -$3.31K 2.74% 16
2025
Q2 		$3.17M Sell
24,153
-2,785
-10% -$343K 2.67% 18
2025
Q1 		$3.22M Sell
26,938
-3,531
-12% -$455K 2.8% 18
2024
Q4 		$4.03M Buy
30,469
+3,659
+14% +$504K 2.79% 13
2024
Q3 		$3.47M Buy
+26,810
New +$3.23M 2.5% 19

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

Clayton Partners's J Position: Q2 2026 in Review

Clayton Partners reduced its Jacobs Solutions (J) stake by 5.1% in Q2 2026, selling an estimated $151K and leaving 22,721 shares worth $2.86M. The position accounts for 1.88% of the portfolio, ranked #22.

Clayton Partners first reported a position in J in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.03M in Q4 2024. 872 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Clayton Partners held 22,721 shares of Jacobs Solutions worth $2.86M as of Q2 2026.
  • Clayton Partners sold 1,231 Jacobs Solutions shares in Q2 2026, an estimated $151K.
  • Jacobs Solutions made up 1.88% of Clayton Partners's portfolio in Q2 2026, its #22 holding.
  • Clayton Partners first reported a position in Jacobs Solutions in Q3 2024 and has held it in 8 quarters since.
  • Clayton Partners's Jacobs Solutions position peaked at $4.03M in Q4 2024.
  • 872 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Clayton Partners's 13F filing for Q2 2026, filed 14 Aug 2026.