CWG
J icon

Crown Wealth Group’s Jacobs Solutions J Stock Holding History

Crown Wealth 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
Q1 		– Sell
-1,546
Closed -$205K – 152
2025
Q4 		$205K Sell
1,546
-23
-1% -$3.37K 0.06% 137
2025
Q3 		$235K Sell
1,569
-162
-9% -$23.3K 0.07% 108
2025
Q2 		$228K Sell
1,731
-17
-1% -$2.1K 0.09% 103
2025
Q1 		$209K Sell
1,748
-253
-13% -$32.6K 0.11% 103
2024
Q4 		$265K Sell
2,001
-736
-27% -$101K 0.11% 91
2024
Q3 		$355K Sell
2,737
-539
-16% -$65K 0.15% 76
2024
Q2 		$379K Hold
3,276
– – 0.19% 62
2024
Q1 		$417K Hold
3,276
– – 0.21% 56
2023
Q4 		$352K Sell
3,276
-109
-3% -$11.9K 0.21% 52
2023
Q3 		$382K Hold
3,385
– – 0.29% 42
2023
Q2 		$333K Hold
3,385
– – 0.26% 45
2023
Q1 		$329K Hold
3,385
– – 0.28% 46
2022
Q4 		$336K Sell
3,385
-484
-13% -$47.5K 0.32% 43
2022
Q3 		$347K Sell
3,869
-424
-10% -$43.9K 0.36% 37
2022
Q2 		$451K Buy
4,293
+62
+1% +$6.94K 0.41% 38
2022
Q1 		$482K Buy
+4,231
New +$454K 0.34% 48

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Crown Wealth Group's J Position: Q1 2026 in Review

Crown Wealth Group sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 1,546 shares — an estimated $205K sold.

Crown Wealth Group first reported a position in J in Q1 2022 and held it in 16 quarters. The position peaked at $482K in Q1 2022. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Crown Wealth Group reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Crown Wealth Group sold 1,546 Jacobs Solutions shares in Q1 2026, an estimated $205K.
  • Crown Wealth Group first reported a position in Jacobs Solutions in Q1 2022 and held it in 16 quarters.
  • Crown Wealth Group's Jacobs Solutions position peaked at $482K in Q1 2022.
  • 916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.