D.A. Davidson & Co’s Jacobs Solutions J Stock Holding History

D.A. Davidson & Co’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	$570K	Buy	4,477 +26	+0.6%	+$3.54K	﹤0.01%	1122
2025 Q4	$590K	Sell	4,451 -169	-4%	-$24.8K	﹤0.01%	1076
2025 Q3	$692K	Buy	4,620 +181	+4%	+$26K	﹤0.01%	1003
2025 Q2	$584K	Buy	4,439 +27	+0.6%	+$3.33K	﹤0.01%	991
2025 Q1	$528K	Sell	4,412 -3,032	-41%	-$390K	﹤0.01%	992
2024 Q4	$985K	Buy	7,444 +543	+8%	+$74.7K	0.01%	775
2024 Q3	$895K	Buy	6,901 +1,501	+28%	+$181K	0.01%	800
2024 Q2	$624K	Sell	5,400 -749	-12%	-$87.8K	0.01%	896
2024 Q1	$782K	Sell	6,149 -1,159	-16%	-$136K	0.01%	815
2023 Q4	$785K	Buy	7,308 +65	+0.9%	+$7.08K	0.01%	789
2023 Q3	$818K	Buy	7,243 +320	+5%	+$34.5K	0.01%	743
2023 Q2	$681K	Buy	6,923 +235	+4%	+$22.4K	0.01%	826
2023 Q1	$650K	Buy	6,688 +54	+0.8%	+$5.39K	0.01%	815
2022 Q4	$659K	Buy	6,634 +358	+6%	+$35.2K	0.01%	766
2022 Q3	$563K	Buy	6,276 +1,684	+37%	+$174K	0.01%	776
2022 Q2	$483K	Sell	4,592 -1,841	-29%	-$206K	0.01%	837
2022 Q1	$733K	Buy	6,433 +2,378	+59%	+$255K	0.01%	743
2021 Q4	$467K	Buy	4,055 +1,901	+88%	+$220K	0.01%	898
2021 Q3	$236K	Buy	+2,154	New	+$238K	﹤0.01%	1096
2021 Q2	–	Sell	-2,118	Closed	-$227K	–	1206
2021 Q1	$227K	Buy	+2,118	New	+$202K	﹤0.01%	1052
2017 Q3	–	Sell	-2,418	Closed	-$108K	–	1556
2017 Q2	$108K	Sell	2,418 -34	-1%	-$1.51K	﹤0.01%	1229
2017 Q1	$112K	Sell	2,452 -2,294	-48%	-$108K	﹤0.01%	1203
2016 Q4	$222K	Buy	4,746 +708	+18%	+$32.6K	0.01%	957
2016 Q3	$171K	Buy	4,038 +1,813	+81%	+$78.6K	﹤0.01%	1003
2016 Q2	$91K	Hold	2,225	–	–	﹤0.01%	1166
2016 Q1	$79K	Buy	2,225 +15	+0.7%	+$490	﹤0.01%	1210
2015 Q4	$76K	Sell	2,210 -1,969	-47%	-$67.5K	﹤0.01%	1233
2015 Q3	$129K	Buy	4,179 +122	+3%	+$4.08K	﹤0.01%	996
2015 Q2	$135K	Sell	4,057 -17,623	-81%	-$644K	﹤0.01%	1024
2015 Q1	$808K	Buy	21,680 +37	+0.2%	+$1.3K	0.03%	457
2014 Q4	$798K	Buy	21,643 +1,818	+9%	+$69.3K	0.03%	461
2014 Q3	$799K	Buy	19,825 +4,338	+28%	+$189K	0.03%	461
2014 Q2	$681K	Buy	15,487 +7,715	+99%	+$367K	0.02%	519
2014 Q1	$406K	Buy	7,772 +604	+8%	+$31.1K	0.01%	658
2013 Q4	$372K	Buy	7,168 +4,759	+198%	+$236K	0.01%	675
2013 Q3	$115K	Sell	2,409 -1,270	-35%	-$61.7K	0.01%	854
2013 Q2	$167K	Buy	+3,679	New	+$163K	0.01%	716

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

D.A. Davidson & Co's J Position: Q1 2026 in Review

D.A. Davidson & Co increased its Jacobs Solutions (J) stake by 0.58% in Q1 2026, buying an estimated $3.54K and bringing the position to 4,477 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

D.A. Davidson & Co first reported a position in J in Q2 2013 and has held it in 37 quarters since. The position peaked at $985K in Q4 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

D.A. Davidson & Co held 4,477 shares of Jacobs Solutions worth $570K as of Q1 2026.
D.A. Davidson & Co bought 26 Jacobs Solutions shares in Q1 2026, an estimated $3.54K.
Jacobs Solutions made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1122 holding.
D.A. Davidson & Co first reported a position in Jacobs Solutions in Q2 2013 and has held it in 37 quarters since.
D.A. Davidson & Co's Jacobs Solutions position peaked at $985K in Q4 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.