Corient Private Wealth
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Corient Private Wealth’s Jacobs Solutions J Stock Holding History

Corient Private Wealth’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 		$5.22M Buy
41,459
+16,985
+69% +$2.09M 0.01% 881
2026
Q1 		$3.14M Sell
24,474
-39,699
-62% -$5.4M ﹤0.01% 1034
2025
Q4 		$8.56M Sell
64,173
-7,381
-10% -$1.08M 0.01% 601
2025
Q3 		$10.7M Sell
71,554
-10,232
-13% -$1.47M 0.02% 507
2025
Q2 		$10.8M Sell
81,786
-65,167
-44% -$8.04M 0.01% 512
2025
Q1 		$17.6M Sell
146,953
-131,929
-47% -$17M 0.03% 411
2024
Q4 		$36.9M Sell
278,882
-7,613
-3% -$1.05M 0.06% 272
2024
Q3 		$37.1M Sell
286,495
-49,901
-15% -$6.01M 0.06% 292
2024
Q2 		$38.9M Buy
336,396
+1,132
+0.3% +$133K 0.07% 265
2024
Q1 		$42.6M Sell
335,264
-350,030
-51% -$41M 0.08% 248
2023
Q4 		$73.6M Buy
685,294
+265,032
+63% +$28.9M 0.14% 164
2023
Q3 		$47.5M Buy
420,262
+988
+0.2% +$106K 0.11% 200
2023
Q2 		$41.2M Buy
419,274
+17,976
+4% +$1.71M 0.1% 217
2023
Q1 		$39M Buy
401,298
+37,409
+10% +$3.73M 0.1% 191
2022
Q4 		$36.1M Buy
+363,889
New +$35.7M 0.13% 178

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 Private Wealth's J Position: Q2 2026 in Review

Corient Private Wealth increased its Jacobs Solutions (J) stake by 69% in Q2 2026, buying an estimated $2.09M and bringing the position to 41,459 shares worth $5.22M. The position accounts for 0.01% of the portfolio, ranked #881.

Corient Private Wealth first reported a position in J in Q4 2022 and has held it in 15 quarters since. The position peaked at $73.6M in Q4 2023. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Corient Private Wealth held 41,459 shares of Jacobs Solutions worth $5.22M as of Q2 2026.
  • Corient Private Wealth bought 16,985 Jacobs Solutions shares in Q2 2026, an estimated $2.09M.
  • Jacobs Solutions made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #881 holding.
  • Corient Private Wealth first reported a position in Jacobs Solutions in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Jacobs Solutions position peaked at $73.6M in Q4 2023.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

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