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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
Q2 		$261K Buy
2,072
+206
+11% +$25.3K 0.14% 72
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 – 151
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $113B AUM 38.87% 1-Year Est. Return

Dynamic Wealth Strategies's J Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Jacobs Solutions (J) stake by 11% in Q2 2026, buying an estimated $25.3K and bringing the position to 2,072 shares worth $261K. The position accounts for 0.14% of the portfolio, ranked #72.

Dynamic Wealth Strategies first reported a position in J in Q4 2023 and has held it in 10 quarters since. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Dynamic Wealth Strategies held 2,072 shares of Jacobs Solutions worth $261K as of Q2 2026.
  • Dynamic Wealth Strategies bought 206 Jacobs Solutions shares in Q2 2026, an estimated $25.3K.
  • Jacobs Solutions made up 0.14% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #72 holding.
  • Dynamic Wealth Strategies first reported a position in Jacobs Solutions in Q4 2023 and has held it in 10 quarters since.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.