Creative Planning’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.73M | Buy |
60,737
+19,321
| +47% | +$2.63M | 0.01% | 866 |
|
|
2025
Q4 | $5.49M | Sell |
41,416
-5,175
| -11% | -$759K | ﹤0.01% | 938 |
|
|
2025
Q3 | $6.98M | Buy |
46,591
+11,036
| +31% | +$1.59M | 0.01% | 720 |
|
|
2025
Q2 | $4.67M | Buy |
35,555
+901
| +3% | +$111K | ﹤0.01% | 794 |
|
|
2025
Q1 | $4.15M | Sell |
34,654
-506
| -1% | -$65.1K | ﹤0.01% | 787 |
|
|
2024
Q4 | $4.65M | Buy |
35,160
+2,760
| +9% | +$380K | ﹤0.01% | 693 |
|
|
2024
Q3 | $4.2M | Sell |
32,400
-5,987
| -16% | -$721K | ﹤0.01% | 704 |
|
|
2024
Q2 | $4.44M | Buy |
38,387
+777
| +2% | +$91.1K | ﹤0.01% | 664 |
|
|
2024
Q1 | $4.78M | Buy |
37,610
+912
| +2% | +$107K | 0.01% | 617 |
|
|
2023
Q4 | $3.94M | Buy |
36,698
+1,467
| +4% | +$160K | 0.01% | 636 |
|
|
2023
Q3 | $3.98M | Buy |
35,231
+102
| +0.3% | +$11K | 0.01% | 599 |
|
|
2023
Q2 | $3.45M | Buy |
35,129
+2,076
| +6% | +$198K | ﹤0.01% | 627 |
|
|
2023
Q1 | $3.21M | Sell |
33,053
-2,659
| -7% | -$265K | ﹤0.01% | 622 |
|
|
2022
Q4 | $3.55M | Buy |
35,712
+3,411
| +11% | +$335K | 0.01% | 570 |
|
|
2022
Q3 | $2.9M | Sell |
32,301
-142
| -0.4% | -$14.7K | 0.01% | 572 |
|
|
2022
Q2 | $3.41M | Buy |
32,443
+949
| +3% | +$106K | 0.01% | 550 |
|
|
2022
Q1 | $3.59M | Sell |
31,494
-3
| -0% | -$322 | 0.01% | 539 |
|
|
2021
Q4 | $3.63M | Sell |
31,497
-694
| -2% | -$80.2K | 0.01% | 505 |
|
|
2021
Q3 | $3.53M | Sell |
32,191
-200
| -0.6% | -$22.1K | 0.01% | 510 |
|
|
2021
Q2 | $3.58M | Sell |
32,391
-5,184
| -14% | -$586K | 0.01% | 494 |
|
|
2021
Q1 | $4.02M | Buy |
37,575
+4,404
| +13% | +$420K | 0.01% | 470 |
|
|
2020
Q4 | $2.99M | Buy |
33,171
+3,384
| +11% | +$287K | 0.01% | 516 |
|
|
2020
Q3 | $2.29M | Buy |
29,787
+489
| +2% | +$35.7K | 0.01% | 519 |
|
|
2020
Q2 | $2.06M | Sell |
29,298
-229
| -0.8% | -$15.4K | 0.01% | 486 |
|
|
2020
Q1 | $1.94M | Sell |
29,527
-9,381
| -24% | -$705K | 0.01% | 446 |
|
|
2019
Q4 | $2.89M | Sell |
38,908
-1,408
| -3% | -$107K | 0.01% | 406 |
|
|
2019
Q3 | $3.05M | Sell |
40,316
-1,748
| -4% | -$125K | 0.01% | 391 |
|
|
2019
Q2 | $2.94M | Sell |
42,064
-1,909
| -4% | -$123K | 0.01% | 391 |
|
|
2019
Q1 | $2.73M | Buy |
43,973
+5,153
| +13% | +$290K | 0.01% | 386 |
|
|
2018
Q4 | $1.88M | Buy |
38,820
+2,210
| +6% | +$126K | 0.01% | 437 |
|
|
2018
Q3 | $2.32M | Buy |
36,610
+12,232
| +50% | +$718K | 0.01% | 444 |
|
|
2018
Q2 | $1.28M | Buy |
24,378
+1,094
| +5% | +$56.3K | 0.01% | 619 |
|
|
2018
Q1 | $1.14M | Buy |
23,284
+800
| +4% | +$42.3K | ﹤0.01% | 666 |
|
|
2017
Q4 | $1.23M | Buy |
22,484
+89
| +0.4% | +$4.57K | 0.01% | 626 |
|
|
2017
Q3 | $1.08M | Buy |
22,395
+731
| +3% | +$32.7K | 0.01% | 679 |
|
|
2017
Q2 | $975K | Buy |
21,664
+38
| +0.2% | +$1.69K | ﹤0.01% | 706 |
|
|
2017
Q1 | $989K | Buy |
21,626
+10,601
| +96% | +$501K | 0.01% | 680 |
|
|
2016
Q4 | $520K | Buy |
11,025
+397
| +4% | +$18.3K | ﹤0.01% | 903 |
|
|
2016
Q3 | $455K | Buy |
10,628
+3,083
| +41% | +$134K | ﹤0.01% | 943 |
|
|
2016
Q2 | $311K | Hold |
7,545
| – | – | ﹤0.01% | 1022 |
|
|
2016
Q1 | $272K | Sell |
7,545
-747
| -9% | -$24.4K | ﹤0.01% | 1052 |
|
|
2015
Q4 | $288K | Buy |
8,292
+46
| +0.6% | +$1.58K | ﹤0.01% | 1009 |
|
|
2015
Q3 | $255K | Buy |
+8,246
| New | +$276K | ﹤0.01% | 1054 |
|
|
2015
Q2 | – | Sell |
-6,034
| Closed | -$225K | – | 2069 |
|
|
2015
Q1 | $225K | Buy |
6,034
+1,213
| +25% | +$42.6K | ﹤0.01% | 1127 |
|
|
2014
Q4 | $178K | Sell |
4,821
-1,079
| -18% | -$41.1K | ﹤0.01% | 1214 |
|
|
2014
Q3 | $238K | Sell |
5,900
-754
| -11% | -$32.9K | ﹤0.01% | 974 |
|
|
2014
Q2 | $293K | Sell |
6,654
-1,731
| -21% | -$82.4K | ﹤0.01% | 850 |
|
|
2014
Q1 | $440K | Buy |
8,385
+1,331
| +19% | +$68.6K | 0.01% | 680 |
|
|
2013
Q4 | $368K | Sell |
7,054
-218
| -3% | -$10.8K | 0.01% | 612 |
|
|
2013
Q3 | $350K | Buy |
7,272
+39
| +0.5% | +$1.9K | 0.01% | 540 |
|
|
2013
Q2 | $330K | Buy |
+7,233
| New | +$321K | 0.01% | 517 |
|
Other funds holding J
VCM
VPM
Creative Planning's J Position: Q1 2026 in Review
Creative Planning increased its Jacobs Solutions (J) stake by 47% in Q1 2026, buying an estimated $2.63M and bringing the position to 60,737 shares worth $7.73M. The position accounts for 0.01% of the portfolio, ranked #866.
Creative Planning first reported a position in J in Q2 2013 and has held it in 51 quarters since. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.
- Creative Planning held 60,737 shares of Jacobs Solutions worth $7.73M as of Q1 2026.
- Creative Planning bought 19,321 Jacobs Solutions shares in Q1 2026, an estimated $2.63M.
- Jacobs Solutions made up 0.01% of Creative Planning's portfolio in Q1 2026, its #866 holding.
- Creative Planning first reported a position in Jacobs Solutions in Q2 2013 and has held it in 51 quarters since.
- 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.