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Crestwood Advisors Group’s Jacobs Solutions J Stock Holding History

Crestwood Advisors Group’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
Q2 		$10.3M Sell
81,891
-2,446
-3% -$301K 0.15% 111
2026
Q1 		$10.7M Buy
84,337
+1,674
+2% +$228K 0.18% 100
2025
Q4 		$10.9M Buy
82,663
+2,362
+3% +$346K 0.18% 97
2025
Q3 		$12M Sell
80,301
-131
-0.2% -$18.8K 0.2% 90
2025
Q2 		$10.6M Sell
80,432
-347
-0.4% -$42.8K 0.19% 95
2025
Q1 		$9.67M Sell
80,779
-1,518
-2% -$195K 0.18% 98
2024
Q4 		$10.9M Buy
82,297
+1,425
+2% +$196K 0.2% 90
2024
Q3 		$10.5M Sell
80,872
-15,661
-16% -$1.89M 0.2% 90
2024
Q2 		$11.2M Sell
96,533
-750
-0.8% -$88K 0.23% 81
2024
Q1 		$12.4M Buy
97,283
+1,221
+1% +$143K 0.27% 74
2023
Q4 		$10.3M Buy
96,062
+775
+0.8% +$84.4K 0.24% 82
2023
Q3 		$10.8M Buy
+95,287
New +$10.3M 0.28% 81

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Crestwood Advisors Group's J Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Jacobs Solutions (J) stake by 2.9% in Q2 2026, selling an estimated $301K and leaving 81,891 shares worth $10.3M. The position accounts for 0.15% of the portfolio, ranked #111.

Crestwood Advisors Group first reported a position in J in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4M in Q1 2024. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Crestwood Advisors Group held 81,891 shares of Jacobs Solutions worth $10.3M as of Q2 2026.
  • Crestwood Advisors Group sold 2,446 Jacobs Solutions shares in Q2 2026, an estimated $301K.
  • Jacobs Solutions made up 0.15% of Crestwood Advisors Group's portfolio in Q2 2026, its #111 holding.
  • Crestwood Advisors Group first reported a position in Jacobs Solutions in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Jacobs Solutions position peaked at $12.4M in Q1 2024.
  • 866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.