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 Q3	$3.47M	Sell	25,654 -2,525	-9%	-$353K	0.67%	54
2026 Q2	$3.55M	Sell	28,179 -1,033	-4%	-$127K	0.67%	50
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Compass Wealth Management's J Position: Q3 2026 in Review

Compass Wealth Management reduced its Jacobs Solutions (J) stake by 9% in Q3 2026, selling an estimated $353K and leaving 25,654 shares worth $3.47M. The position accounts for 0.67% of the portfolio, ranked #54.

Compass Wealth Management first reported a position in J in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.18M in Q1 2024. 193 funds tracked by Wall St. Rank hold J as of Q3 2026.

Compass Wealth Management held 25,654 shares of Jacobs Solutions worth $3.47M as of Q3 2026.
Compass Wealth Management sold 2,525 Jacobs Solutions shares in Q3 2026, an estimated $353K.
Jacobs Solutions made up 0.67% of Compass Wealth Management's portfolio in Q3 2026, its #54 holding.
Compass Wealth Management first reported a position in Jacobs Solutions in Q3 2023 and has held it in 13 quarters since.
Compass Wealth Management's Jacobs Solutions position peaked at $4.18M in Q1 2024.
193 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.