Crewe Advisors’s Jacobs Solutions J Stock Holding History

Crewe Advisors’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	$9.2K	Sell	73 -21	-22%	-$2.58K	﹤0.01%	770
2026 Q1	$12K	Buy	94 +19	+25%	+$2.58K	﹤0.01%	601
2025 Q4	$9.94K	Buy	75 +9	+14%	+$1.32K	﹤0.01%	635
2025 Q3	$9.89K	Sell	66 -5	-7%	-$718	﹤0.01%	633
2025 Q2	$9.33K	Buy	71 +56	+373%	+$6.91K	﹤0.01%	469
2025 Q1	$1.81K	Buy	+15	New	+$1.93K	﹤0.01%	549
2023 Q1	–	Sell	-31	Closed	-$3.12K	–	937
2022 Q4	$3.12K	Sell	31 -35	-53%	-$3.44K	﹤0.01%	766
2022 Q3	$6K	Buy	66 +35	+113%	+$3.63K	﹤0.01%	803
2022 Q2	$3K	Buy	+31	New	+$3.47K	﹤0.01%	901
2021 Q3	–	Sell	-58	Closed	-$6K	–	430
2021 Q2	$6K	Sell	58 -69	-54%	-$7.8K	﹤0.01%	317
2021 Q1	$14K	Hold	127	–	–	﹤0.01%	241
2020 Q4	$11K	Hold	127	–	–	﹤0.01%	249
2020 Q3	$10K	Buy	+127	New	+$9.28K	﹤0.01%	246

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Crewe Advisors's J Position: Q2 2026 in Review

Crewe Advisors reduced its Jacobs Solutions (J) stake by 22% in Q2 2026, selling an estimated $2.58K and leaving 73 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Crewe Advisors first reported a position in J in Q3 2020 and has held it in 13 quarters since. The position peaked at $14K in Q1 2021. 876 funds tracked by Wall St. Rank hold J as of Q2 2026.

Crewe Advisors held 73 shares of Jacobs Solutions worth $9.2K as of Q2 2026.
Crewe Advisors sold 21 Jacobs Solutions shares in Q2 2026, an estimated $2.58K.
Jacobs Solutions made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #770 holding.
Crewe Advisors first reported a position in Jacobs Solutions in Q3 2020 and has held it in 13 quarters since.
Crewe Advisors's Jacobs Solutions position peaked at $14K in Q1 2021.
876 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.