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Corient IA’s Jacobs Solutions J Stock Holding History

Corient IA’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 		$281K Hold
2,230
– – 0.26% 127
2026
Q1 		$284K Sell
2,230
-270
-11% -$36.7K 0.27% 150
2025
Q4 		$331K Hold
2,500
– – 0.31% 134
2025
Q3 		$375K Hold
2,500
– – 0.28% 139
2025
Q2 		$329K Sell
2,500
-25
-1% -$3.08K 0.19% 201
2025
Q1 		$302K Buy
+2,525
New +$325K 0.21% 203

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Corient IA's J Position: Q2 2026 in Review

Corient IA held its Jacobs Solutions (J) position steady in Q2 2026 at 2,230 shares worth $281K. The position accounts for 0.26% of the portfolio, ranked #127.

Corient IA first reported a position in J in Q1 2025 and has held it in 6 quarters since. The position peaked at $375K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Corient IA held 2,230 shares of Jacobs Solutions worth $281K as of Q2 2026.
  • Corient IA left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up 0.26% of Corient IA's portfolio in Q2 2026, its #127 holding.
  • Corient IA first reported a position in Jacobs Solutions in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Jacobs Solutions position peaked at $375K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.