Compass Wealth Management’s Jacobs Solutions J Stock Holding History

Compass Wealth Management’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	$3.72M	Buy	29,212 +993	+4%	+$135K	0.92%	47
2025 Q4	$3.74M	Buy	28,219 +990	+4%	+$145K	0.93%	43
2025 Q3	$4.08M	Sell	27,229 -302	-1%	-$43.4K	0.91%	44
2025 Q2	$3.62M	Buy	27,531 +32	+0.1%	+$3.95K	0.86%	45
2025 Q1	$3.29M	Buy	27,499 +394	+1%	+$50.7K	0.84%	46
2024 Q4	$3.59M	Buy	27,105 +1,919	+8%	+$264K	0.86%	41
2024 Q3	$3.26M	Sell	25,186 -6,502	-21%	-$784K	0.77%	50
2024 Q2	$3.66M	Sell	31,688 -1,197	-4%	-$140K	0.9%	38
2024 Q1	$4.18M	Buy	32,885 +992	+3%	+$116K	1.05%	36
2023 Q4	$3.42M	Buy	31,893 +21,278	+200%	+$2.32M	0.96%	40
2023 Q3	$1.2M	Buy	+10,615	New	+$1.14M	0.38%	76

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

Compass Wealth Management's J Position: Q1 2026 in Review

Compass Wealth Management increased its Jacobs Solutions (J) stake by 3.5% in Q1 2026, buying an estimated $135K and bringing the position to 29,212 shares worth $3.72M. The position accounts for 0.92% of the portfolio, ranked #47.

Compass Wealth Management first reported a position in J in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.18M in Q1 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Compass Wealth Management held 29,212 shares of Jacobs Solutions worth $3.72M as of Q1 2026.
Compass Wealth Management bought 993 Jacobs Solutions shares in Q1 2026, an estimated $135K.
Jacobs Solutions made up 0.92% of Compass Wealth Management's portfolio in Q1 2026, its #47 holding.
Compass Wealth Management first reported a position in Jacobs Solutions in Q3 2023 and has held it in 11 quarters since.
Compass Wealth Management's Jacobs Solutions position peaked at $4.18M in Q1 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.