Daymark Wealth Partners’s Jacobs Solutions J Stock Holding History

Daymark Wealth Partners’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	$390K	Sell	3,066 -215	-7%	-$29.2K	0.01%	498
2025 Q4	$435K	Sell	3,281 -8	-0.2%	-$1.17K	0.01%	422
2025 Q3	$493K	Buy	3,289 +8	+0.2%	+$1.15K	0.02%	385
2025 Q2	$431K	Sell	3,281 -19	-0.6%	-$2.34K	0.02%	381
2025 Q1	$395K	Buy	3,300 +3	+0.1%	+$386	0.02%	365
2024 Q4	$436K	Buy	3,297 +3	+0.1%	+$413	0.02%	352
2024 Q3	$427K	Sell	3,294 -645	-16%	-$77.7K	0.02%	363
2024 Q2	$455K	Buy	3,939 +1,584	+67%	+$186K	0.02%	335
2024 Q1	$299K	Hold	2,355	–	–	0.02%	341
2023 Q4	$253K	Sell	2,355 -5,263	-69%	-$573K	0.02%	347
2023 Q3	$860K	Hold	7,618	–	–	0.06%	183
2023 Q2	$749K	Sell	7,618 -1,053	-12%	-$100K	0.06%	189
2023 Q1	$843K	Buy	8,671 +67	+0.8%	+$6.69K	0.11%	145
2022 Q4	$855K	Buy	+8,604	New	+$845K	0.15%	108

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

Daymark Wealth Partners's J Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Jacobs Solutions (J) stake by 6.6% in Q1 2026, selling an estimated $29.2K and leaving 3,066 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #498.

Daymark Wealth Partners first reported a position in J in Q4 2022 and has held it in 14 quarters since. The position peaked at $860K in Q3 2023. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Daymark Wealth Partners held 3,066 shares of Jacobs Solutions worth $390K as of Q1 2026.
Daymark Wealth Partners sold 215 Jacobs Solutions shares in Q1 2026, an estimated $29.2K.
Jacobs Solutions made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #498 holding.
Daymark Wealth Partners first reported a position in Jacobs Solutions in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's Jacobs Solutions position peaked at $860K in Q3 2023.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.