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Clearstead Advisors’s Jacobs Solutions J Stock Holding History

Clearstead 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 		$862K Buy
6,841
+854
+14% +$105K 0.01% 585
2026
Q1 		$762K Sell
5,987
-382
-6% -$51.9K 0.01% 604
2025
Q4 		$844K Sell
6,369
-60
-0.9% -$8.8K 0.01% 520
2025
Q3 		$963K Sell
6,429
-11
-0.2% -$1.58K 0.01% 481
2025
Q2 		$846K Sell
6,440
-357
-5% -$44K 0.01% 489
2025
Q1 		$814K Buy
6,797
+342
+5% +$44K 0.01% 458
2024
Q4 		$854K Buy
6,455
+55
+0.9% +$7.57K 0.01% 445
2024
Q3 		$829K Sell
6,400
-1,063
-14% -$128K 0.01% 455
2024
Q2 		$862K Sell
7,463
-184
-2% -$21.6K 0.01% 422
2024
Q1 		$875K Sell
7,647
-498
-6% -$58.4K 0.04% 245
2023
Q4 		$874K Sell
8,145
-41
-0.5% -$4.46K 0.05% 236
2023
Q3 		$924K Sell
8,186
-7
-0.1% -$754 0.06% 210
2023
Q2 		$806K Buy
8,193
+7,540
+1,155% +$719K 0.05% 227
2023
Q1 		$63.5K Buy
653
+6
+0.9% +$599 ﹤0.01% 616
2022
Q4 		$64.2K Sell
647
-31
-5% -$3.04K 0.01% 585
2022
Q3 		$61K Sell
678
-15
-2% -$1.55K 0.01% 573
2022
Q2 		$73K Buy
693
+46
+7% +$5.15K 0.01% 546
2022
Q1 		$74K Hold
647
– – 0.01% 604
2021
Q4 		$74K Buy
647
+514
+386% +$59.4K 0.01% 589
2021
Q3 		$15K Hold
133
– – ﹤0.01% 884
2021
Q2 		$15K Hold
133
– – ﹤0.01% 746
2021
Q1 		$14K Hold
133
– – ﹤0.01% 738
2020
Q4 		$12K Hold
133
– – ﹤0.01% 696
2020
Q3 		$10K Hold
133
– – ﹤0.01% 662
2020
Q2 		$9K Hold
133
– – ﹤0.01% 608
2020
Q1 		$9K Buy
+133
New +$10K ﹤0.01% 587

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

Clearstead Advisors's J Position: Q2 2026 in Review

Clearstead Advisors increased its Jacobs Solutions (J) stake by 14% in Q2 2026, buying an estimated $105K and bringing the position to 6,841 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #585.

Clearstead Advisors first reported a position in J in Q1 2020 and has held it in 26 quarters since. The position peaked at $963K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Clearstead Advisors held 6,841 shares of Jacobs Solutions worth $862K as of Q2 2026.
  • Clearstead Advisors bought 854 Jacobs Solutions shares in Q2 2026, an estimated $105K.
  • Jacobs Solutions made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #585 holding.
  • Clearstead Advisors first reported a position in Jacobs Solutions in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Jacobs Solutions position peaked at $963K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.