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Cornerstone Planning Group’s Jacobs Solutions J Stock Holding History

Cornerstone Planning Group’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 		$15.7K Sell
120
-17
-12% -$2.09K ﹤0.01% 745
2026
Q1 		$18.6K Buy
137
+8
+6% +$1.09K ﹤0.01% 696
2025
Q4 		$17.6K Buy
129
+1
+0.8% +$147 ﹤0.01% 622
2025
Q3 		$20.3K Buy
128
+6
+5% +$862 ﹤0.01% 577
2025
Q2 		$17.8K Buy
122
+3
+3% +$370 ﹤0.01% 442
2025
Q1 		$14.1K Buy
119
+105
+750% +$13.5K ﹤0.01% 481
2024
Q4 		$1.93K Hold
14
– – ﹤0.01% 804
2024
Q3 		$2K Sell
14
-3
-18% -$362 ﹤0.01% 771
2024
Q2 		$1.96K Sell
17
-16
-48% -$1.88K ﹤0.01% 773
2024
Q1 		$4K Hold
33
– – ﹤0.01% 553
2023
Q4 		$3.5K Buy
+33
New +$3.59K ﹤0.01% 570

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

Cornerstone Planning Group's J Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Jacobs Solutions (J) stake by 12% in Q2 2026, selling an estimated $2.09K and leaving 120 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Cornerstone Planning Group first reported a position in J in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.3K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Cornerstone Planning Group held 120 shares of Jacobs Solutions worth $15.7K as of Q2 2026.
  • Cornerstone Planning Group sold 17 Jacobs Solutions shares in Q2 2026, an estimated $2.09K.
  • Jacobs Solutions made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #745 holding.
  • Cornerstone Planning Group first reported a position in Jacobs Solutions in Q4 2023 and has held it in 11 quarters since.
  • Cornerstone Planning Group's Jacobs Solutions position peaked at $20.3K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.