CVA Family Office’s Jacobs Solutions J Stock Holding History

CVA Family Office’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	$18.7K	Buy	147 +123	+513%	+$16.7K	﹤0.01%	813
2025 Q4	$3.18K	Sell	24 -8	-25%	-$1.17K	﹤0.01%	932
2025 Q3	$4.8K	Buy	32 +8	+33%	+$1.15K	﹤0.01%	902
2025 Q2	$3.15K	Buy	24 +12	+100%	+$1.48K	﹤0.01%	939
2025 Q1	$1.45K	Sell	12 -10	-45%	-$1.29K	﹤0.01%	1047
2024 Q4	$2.94K	Buy	22 +14	+175%	+$1.93K	﹤0.01%	944
2024 Q3	$1.05K	Sell	8 -2	-20%	-$241	﹤0.01%	1068
2024 Q2	$1.12K	Buy	+10	New	+$1.17K	﹤0.01%	1057
2023 Q2	–	Sell	-36	Closed	-$3.52K	–	1040
2023 Q1	$3.52K	Sell	36 -37	-51%	-$3.69K	﹤0.01%	818
2022 Q4	$7.2K	Sell	73 -66	-47%	-$6.48K	﹤0.01%	697
2022 Q3	$12K	Sell	139 -48	-26%	-$4.97K	﹤0.01%	606
2022 Q2	$20K	Buy	187 +30	+19%	+$3.36K	0.01%	543
2022 Q1	$18K	Buy	157 +30	+24%	+$3.22K	﹤0.01%	583
2021 Q4	$15K	Buy	+127	New	+$14.7K	﹤0.01%	573
2021 Q3	–	Sell	-207	Closed	-$23K	–	608
2021 Q2	$23K	Buy	207 +98	+90%	+$11.1K	0.01%	502
2021 Q1	$12K	Buy	+109	New	+$10.4K	﹤0.01%	499

Other funds holding J

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return