Envestnet Portfolio Solutions
J icon

Envestnet Portfolio Solutions’s Jacobs Solutions J Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-4,260
Closed -$564K – 1403
2025
Q4 		$564K Buy
4,260
+117
+3% +$17.2K ﹤0.01% 1002
2025
Q3 		$621K Sell
4,143
-664
-14% -$95.4K ﹤0.01% 941
2025
Q2 		$632K Sell
4,807
-8,561
-64% -$1.06M ﹤0.01% 988
2025
Q1 		$1.6M Sell
13,368
-1,764
-12% -$227K 0.01% 656
2024
Q4 		$2M Buy
15,132
+487
+3% +$67K 0.01% 665
2024
Q3 		$1.9M Sell
14,645
-2,173
-13% -$262K 0.01% 677
2024
Q2 		$1.94M Sell
16,818
-2,932
-15% -$344K 0.01% 652
2024
Q1 		$2.51M Buy
19,750
+448
+2% +$52.5K 0.01% 567
2023
Q4 		$2.07M Buy
19,302
+3,489
+22% +$380K 0.01% 586
2023
Q3 		$1.79M Buy
+15,813
New +$1.7M 0.01% 571

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 $3.38T AUM 44.17% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Portfolio Solutions's J Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 4,260 shares — an estimated $564K sold.

Envestnet Portfolio Solutions first reported a position in J in Q3 2023 and held it in 10 quarters. The position peaked at $2.51M in Q1 2024. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,260 Jacobs Solutions shares in Q1 2026, an estimated $564K.
  • Envestnet Portfolio Solutions first reported a position in Jacobs Solutions in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Jacobs Solutions position peaked at $2.51M in Q1 2024.
  • 916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.