Curio Wealth’s Jacobs Solutions J Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$127	–	612
2026 Q1	$127	Buy	+1	New	+$136	﹤0.01%	921

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 $3.38T AUM 44.17% 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

Curio Wealth's J Position: Q2 2026 in Review

Curio Wealth sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 1 share — an estimated $127 sold.

Curio Wealth first reported a position in J in Q1 2026 and held it in 1 quarter. The position peaked at $127 in Q1 2026. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

Curio Wealth reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Jacobs Solutions share in Q2 2026, an estimated $127.
Curio Wealth first reported a position in Jacobs Solutions in Q1 2026 and held it in 1 quarter.
Curio Wealth's Jacobs Solutions position peaked at $127 in Q1 2026.
879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.