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Dakota Wealth Management’s Jacobs Solutions J Stock Holding History

Dakota Wealth Management’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
2025
Q3 		– Sell
-2,464
Closed -$324K – 729
2025
Q2 		$324K Buy
2,464
+22
+0.9% +$2.71K 0.01% 595
2025
Q1 		$292K Sell
2,442
-3
-0.1% -$386 0.01% 621
2024
Q4 		$323K Buy
2,445
+126
+5% +$17.3K 0.01% 588
2024
Q3 		$301K Sell
2,319
-297
-11% -$35.8K 0.01% 591
2024
Q2 		$302K Buy
2,616
+38
+1% +$4.46K 0.01% 580
2024
Q1 		$328K Buy
2,578
+189
+8% +$22.2K 0.01% 569
2023
Q4 		$256K Buy
2,389
+463
+24% +$50.4K 0.01% 553
2023
Q3 		$217K Buy
+1,926
New +$208K 0.01% 578

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dakota Wealth Management's J Position: Q3 2025 in Review

Dakota Wealth Management sold out of Jacobs Solutions (J) in Q3 2025, closing a stake of 2,464 shares — an estimated $324K sold.

Dakota Wealth Management first reported a position in J in Q3 2023 and held it in 8 quarters. The position peaked at $328K in Q1 2024. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.

  • Dakota Wealth Management reported no remaining Jacobs Solutions position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 2,464 Jacobs Solutions shares in Q3 2025, an estimated $324K.
  • Dakota Wealth Management first reported a position in Jacobs Solutions in Q3 2023 and held it in 8 quarters.
  • Dakota Wealth Management's Jacobs Solutions position peaked at $328K in Q1 2024.
  • 875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.