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
2018
Q2
Sell
-484
Closed -$1K 2121
2018
Q1
$1K Buy
+484
New +$25.6K ﹤0.01% 2018

Other funds holding J

Creative Planning's J Position: Q2 2026 in Review

Creative Planning reduced its Jacobs Solutions (J) stake by 11% in Q2 2026, selling an estimated $787K and leaving 54,335 shares worth $6.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Creative Planning first reported a position in J in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.73M in Q1 2026. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Creative Planning held 54,335 shares of Jacobs Solutions worth $6.85M as of Q2 2026.
  • Creative Planning sold 6,402 Jacobs Solutions shares in Q2 2026, an estimated $787K.
  • Jacobs Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1169 holding.
  • Creative Planning first reported a position in Jacobs Solutions in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Jacobs Solutions position peaked at $7.73M in Q1 2026.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.