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Costello Asset Management’s Jacobs Solutions J Stock Holding History

Costello Asset Management’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 		$36.7K Sell
288
-87
-23% -$11.8K 0.01% 279
2025
Q4 		$49.7K Buy
375
+50
+15% +$7.33K 0.02% 227
2025
Q3 		$48.7K Hold
325
– – 0.02% 242
2025
Q2 		$42.7K Buy
+325
New +$40.1K 0.02% 255

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

Costello Asset Management's J Position: Q1 2026 in Review

Costello Asset Management reduced its Jacobs Solutions (J) stake by 23% in Q1 2026, selling an estimated $11.8K and leaving 288 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #279.

Costello Asset Management first reported a position in J in Q2 2025 and has held it in 4 quarters since. The position peaked at $49.7K in Q4 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Costello Asset Management held 288 shares of Jacobs Solutions worth $36.7K as of Q1 2026.
  • Costello Asset Management sold 87 Jacobs Solutions shares in Q1 2026, an estimated $11.8K.
  • Jacobs Solutions made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #279 holding.
  • Costello Asset Management first reported a position in Jacobs Solutions in Q2 2025 and has held it in 4 quarters since.
  • Costello Asset Management's Jacobs Solutions position peaked at $49.7K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.