Dynasty Wealth Management’s Jacobs Solutions J Stock Holding History

Dynasty 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
2026 Q2	$1.45M	Sell	11,537 -1,256	-10%	-$154K	0.01%	156
2026 Q1	$1.63M	Buy	12,793 +742	+6%	+$101K	0.01%	141
2025 Q4	$1.6M	Sell	12,051 -324	-3%	-$47.5K	0.02%	150
2025 Q3	$1.85M	Buy	12,375 +5,028	+68%	+$723K	0.02%	124
2025 Q2	$966K	Sell	7,347 -895	-11%	-$110K	0.02%	133
2025 Q1	$986K	Buy	8,242 +256	+3%	+$33K	0.02%	143
2024 Q4	$1.06M	Buy	7,986 +10	+0.1%	+$1.38K	0.02%	144
2024 Q3	$1.03M	Sell	7,976 -719	-8%	-$86.6K	0.03%	134
2024 Q2	$1M	Buy	8,695 +1,522	+21%	+$179K	0.03%	133
2024 Q1	$912K	Buy	+7,173	New	+$841K	0.03%	137

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dynasty Wealth Management's J Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Jacobs Solutions (J) stake by 9.8% in Q2 2026, selling an estimated $154K and leaving 11,537 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #156.

Dynasty Wealth Management first reported a position in J in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Dynasty Wealth Management held 11,537 shares of Jacobs Solutions worth $1.45M as of Q2 2026.
Dynasty Wealth Management sold 1,256 Jacobs Solutions shares in Q2 2026, an estimated $154K.
Jacobs Solutions made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #156 holding.
Dynasty Wealth Management first reported a position in Jacobs Solutions in Q1 2024 and has held it in 10 quarters since.
Dynasty Wealth Management's Jacobs Solutions position peaked at $1.85M in Q3 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.