Corient Private Wealth
J icon

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
Q1 		$3.14M Sell
24,474
-102,756
-81% -$14M ﹤0.01% 1034
2025
Q4 		$16.9M Buy
127,230
+55,676
+78% +$8.17M 0.01% 609
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Corient Private Wealth's J Position: Q1 2026 in Review

Corient Private Wealth reduced its Jacobs Solutions (J) stake by 81% in Q1 2026, selling an estimated $14M and leaving 24,474 shares worth $3.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Corient Private Wealth first reported a position in J in Q4 2022 and has held it in 14 quarters since. The position peaked at $73.6M in Q4 2023. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Corient Private Wealth held 24,474 shares of Jacobs Solutions worth $3.14M as of Q1 2026.
  • Corient Private Wealth sold 102,756 Jacobs Solutions shares in Q1 2026, an estimated $14M.
  • Jacobs Solutions made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1034 holding.
  • Corient Private Wealth first reported a position in Jacobs Solutions in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Jacobs Solutions position peaked at $73.6M in Q4 2023.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.