Clearstead Trust’s Jacobs Solutions J Stock Holding History

Clearstead Trust’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	–	Sell	-55	Closed	-$7K	–	995
2026 Q1	$7K	Buy	55 +31	+129%	+$4.21K	﹤0.01%	678
2025 Q4	$3.18K	Buy	+24	New	+$3.52K	﹤0.01%	843

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Clearstead Trust's J Position: Q2 2026 in Review

Clearstead Trust sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 55 shares — an estimated $7K sold.

Clearstead Trust first reported a position in J in Q4 2025 and held it in 2 quarters. The position peaked at $7K in Q1 2026. 872 funds tracked by Wall St. Rank hold J as of Q2 2026.

Clearstead Trust reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 55 Jacobs Solutions shares in Q2 2026, an estimated $7K.
Clearstead Trust first reported a position in Jacobs Solutions in Q4 2025 and held it in 2 quarters.
Clearstead Trust's Jacobs Solutions position peaked at $7K in Q1 2026.
872 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

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