Essential Partners
J icon

Essential Partners’s Jacobs Solutions J Stock Holding History

Essential Partners’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
Q3 		$18.3K Hold
135
– – 0.01% 950
2026
Q2 		$17K Sell
135
-1,618
-92% -$199K 0.01% 970
2026
Q1 		$223K Sell
1,753
-1,500
-46% -$204K 0.08% 271
2025
Q4 		$431K Sell
3,253
-12
-0.4% -$1.76K 0.13% 206
2025
Q3 		$489K Buy
3,265
+12
+0.4% +$1.72K 0.16% 174
2025
Q2 		$428K Buy
+3,253
New +$401K 0.17% 176

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Essential Partners's J Position: Q3 2026 in Review

Essential Partners held its Jacobs Solutions (J) position steady in Q3 2026 at 135 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #950.

Essential Partners first reported a position in J in Q2 2025 and has held it in 6 quarters since. The position peaked at $489K in Q3 2025. 193 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Essential Partners held 135 shares of Jacobs Solutions worth $18.3K as of Q3 2026.
  • Essential Partners left its Jacobs Solutions share count unchanged in Q3 2026.
  • Jacobs Solutions made up 0.01% of Essential Partners's portfolio in Q3 2026, its #950 holding.
  • Essential Partners first reported a position in Jacobs Solutions in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Jacobs Solutions position peaked at $489K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.