Creative Planning’s Jacobs Solutions J Stock Holding History

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

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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.