Cromwell Holdings’s Jacobs Solutions J Stock Holding History

Cromwell Holdings’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	$45K	Buy	357 +10	+3%	+$1.23K	0.02%	502
2026 Q1	$44.2K	Buy	347 +6	+2%	+$816	0.02%	488
2025 Q4	$45.2K	Hold	341	–	–	0.02%	475
2025 Q3	$51.1K	Hold	341	–	–	0.03%	479
2025 Q2	$44.8K	Buy	341 +7	+2%	+$863	0.03%	481
2025 Q1	$40K	Buy	334 +8	+2%	+$1.03K	0.03%	496
2024 Q4	$43.2K	Hold	326	–	–	0.02%	495
2024 Q3	$42.3K	Sell	326 -64	-16%	-$7.71K	0.03%	487
2024 Q2	$45.1K	Buy	+390	New	+$45.7K	0.03%	459

Other funds holding J

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Cromwell Holdings's J Position: Q2 2026 in Review

Cromwell Holdings increased its Jacobs Solutions (J) stake by 2.9% in Q2 2026, buying an estimated $1.23K and bringing the position to 357 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #502.

Cromwell Holdings first reported a position in J in Q2 2024 and has held it in 9 quarters since. The position peaked at $51.1K in Q3 2025. 163 funds tracked by Wall St. Rank hold J as of Q2 2026.

Cromwell Holdings held 357 shares of Jacobs Solutions worth $45K as of Q2 2026.
Cromwell Holdings bought 10 Jacobs Solutions shares in Q2 2026, an estimated $1.23K.
Jacobs Solutions made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #502 holding.
Cromwell Holdings first reported a position in Jacobs Solutions in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Jacobs Solutions position peaked at $51.1K in Q3 2025.
163 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.