Cove Private Wealth
J icon

Cove Private Wealth’s Jacobs Solutions J Stock Holding History

Cove 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
Q3 		$330K Buy
2,437
+48
+2% +$6.71K 0.06% 174
2026
Q2 		$301K Hold
2,389
– – 0.06% 179
2026
Q1 		$304K Buy
+2,389
New +$325K 0.07% 152

Other funds holding J

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cove Private Wealth's J Position: Q3 2026 in Review

Cove Private Wealth increased its Jacobs Solutions (J) stake by 2% in Q3 2026, buying an estimated $6.71K and bringing the position to 2,437 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #174.

Cove Private Wealth first reported a position in J in Q1 2026 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Cove Private Wealth held 2,437 shares of Jacobs Solutions worth $330K as of Q3 2026.
  • Cove Private Wealth bought 48 Jacobs Solutions shares in Q3 2026, an estimated $6.71K.
  • Jacobs Solutions made up 0.06% of Cove Private Wealth's portfolio in Q3 2026, its #174 holding.
  • Cove Private Wealth first reported a position in Jacobs Solutions in Q1 2026 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.