Colonial Trust Advisors’s Jacobs Solutions J Stock Holding History

Colonial Trust 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	$75.4K	Buy	599 +2	+0.3%	+$246	0.01%	319
2026 Q1	$76K	Sell	597 -24	-4%	-$3.26K	0.01%	299
2025 Q4	$82.2K	Buy	621 +159	+34%	+$23.3K	0.01%	292
2025 Q3	$69.2K	Buy	462 +106	+30%	+$15.2K	0.01%	298
2025 Q2	$46.8K	Sell	356 -73	-17%	-$9K	﹤0.01%	345
2025 Q1	$51.3K	Buy	+429	New	+$55.2K	﹤0.01%	331
2024 Q2	–	Sell	-1	Closed	-$154	–	902
2024 Q1	$154	Sell	1 -5	-83%	-$586	﹤0.01%	997
2023 Q4	$649	Hold	6	–	–	﹤0.01%	803
2023 Q3	$683	Hold	6	–	–	﹤0.01%	802
2023 Q2	$594	Hold	6	–	–	﹤0.01%	834
2023 Q1	$588	Hold	6	–	–	﹤0.01%	827
2022 Q4	$600	Buy	+6	New	+$589	﹤0.01%	825

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

Colonial Trust Advisors's J Position: Q2 2026 in Review

Colonial Trust Advisors increased its Jacobs Solutions (J) stake by 0.34% in Q2 2026, buying an estimated $246 and bringing the position to 599 shares worth $75.4K. The position accounts for 0.01% of the portfolio, ranked #319.

Colonial Trust Advisors first reported a position in J in Q4 2022 and has held it in 12 quarters since. The position peaked at $82.2K in Q4 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Colonial Trust Advisors held 599 shares of Jacobs Solutions worth $75.4K as of Q2 2026.
Colonial Trust Advisors bought 2 Jacobs Solutions shares in Q2 2026, an estimated $246.
Jacobs Solutions made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #319 holding.
Colonial Trust Advisors first reported a position in Jacobs Solutions in Q4 2022 and has held it in 12 quarters since.
Colonial Trust Advisors's Jacobs Solutions position peaked at $82.2K in Q4 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.