Corient IA’s Jacobs Solutions J Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Corient IA's J Position: Q1 2026 in Review

Corient IA reduced its Jacobs Solutions (J) stake by 11% in Q1 2026, selling an estimated $36.7K and leaving 2,230 shares worth $284K. The position accounts for 0.27% of the portfolio, ranked #150.

Corient IA first reported a position in J in Q1 2025 and has held it in 5 quarters since. The position peaked at $375K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Corient IA held 2,230 shares of Jacobs Solutions worth $284K as of Q1 2026.
  • Corient IA sold 270 Jacobs Solutions shares in Q1 2026, an estimated $36.7K.
  • Jacobs Solutions made up 0.27% of Corient IA's portfolio in Q1 2026, its #150 holding.
  • Corient IA first reported a position in Jacobs Solutions in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Jacobs Solutions position peaked at $375K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.