Denver PWM’s Jacobs Solutions J Stock Holding History

Denver PWM’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 Q1	–	Sell	-758	Closed	-$100K	–	159
2024 Q4	$100K	Hold	758	–	–	0.04%	71
2024 Q3	$98.2K	Sell	758 -149	-16%	-$18K	0.04%	79
2024 Q2	$105K	Buy	+907	New	+$106K	0.04%	82

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Denver PWM's J Position: Q1 2025 in Review

Denver PWM sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 758 shares — an estimated $100K sold.

Denver PWM first reported a position in J in Q2 2024 and held it in 3 quarters. The position peaked at $105K in Q2 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

Denver PWM reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 758 Jacobs Solutions shares in Q1 2025, an estimated $100K.
Denver PWM first reported a position in Jacobs Solutions in Q2 2024 and held it in 3 quarters.
Denver PWM's Jacobs Solutions position peaked at $105K in Q2 2024.
831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.