DWS
J icon

Dynamic Wealth Strategies’s Jacobs Solutions J Stock Holding History

Dynamic Wealth Strategies’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 		$238K Sell
1,866
-11
-0.6% -$1.5K 0.14% 74
2025
Q4 		$249K Buy
1,877
+472
+34% +$69.2K 0.15% 68
2025
Q3 		$211K Buy
1,405
+250
+22% +$35.9K 0.14% 68
2025
Q2 		$152K Sell
1,155
-76
-6% -$9.37K 0.11% 80
2025
Q1 		$147K Buy
+1,231
New +$158K 0.12% 80
2024
Q4 		– Sell
-1,195
Closed -$155K – 152
2024
Q3 		$155K Sell
1,195
-219
-15% -$26.4K 0.13% 80
2024
Q2 		$163K Buy
1,414
+116
+9% +$13.6K 0.14% 76
2024
Q1 		$165K Buy
1,298
+135
+12% +$15.8K 0.14% 74
2023
Q4 		$125K Buy
+1,163
New +$127K 0.12% 82

Other funds holding J

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return