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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Colonial Trust Advisors's J Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Jacobs Solutions (J) stake by 3.9% in Q1 2026, selling an estimated $3.26K and leaving 597 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #299.

Colonial Trust Advisors first reported a position in J in Q4 2022 and has held it in 11 quarters since. The position peaked at $82.2K in Q4 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Colonial Trust Advisors held 597 shares of Jacobs Solutions worth $76K as of Q1 2026.
Colonial Trust Advisors sold 24 Jacobs Solutions shares in Q1 2026, an estimated $3.26K.
Jacobs Solutions made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #299 holding.
Colonial Trust Advisors first reported a position in Jacobs Solutions in Q4 2022 and has held it in 11 quarters since.
Colonial Trust Advisors's Jacobs Solutions position peaked at $82.2K in Q4 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.