Everett Harris & Co’s Jacobs Solutions J Stock Holding History

Everett Harris & Co’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	$19.1M	Buy	150,363 +7,304	+5%	+$993K	0.25%	46
2025 Q4	$18.9M	Buy	143,059 +3,900	+3%	+$572K	0.23%	43
2025 Q3	$20.9M	Sell	139,159 -4,305	-3%	-$619K	0.26%	39
2025 Q2	$18.9M	Buy	143,464 +427	+0.3%	+$52.6K	0.24%	41
2025 Q1	$17.1M	Buy	143,037 +8,049	+6%	+$1.04M	0.22%	42
2024 Q4	$17.9M	Buy	134,988 +31,975	+31%	+$4.4M	0.23%	40
2024 Q3	$13.4M	Sell	103,013 -11,194	-10%	-$1.35M	0.17%	47
2024 Q2	$13.2M	Buy	114,207 +242	+0.2%	+$28.4K	0.17%	47
2024 Q1	$14.5M	Buy	113,965 +12,658	+12%	+$1.48M	0.19%	47
2023 Q4	$10.9M	Buy	101,307 +24,844	+32%	+$2.7M	0.16%	48
2023 Q3	$8.63M	Buy	76,463 +6,591	+9%	+$710K	0.13%	48
2023 Q2	$6.87M	Buy	69,872 +17,681	+34%	+$1.69M	0.1%	59
2023 Q1	$5.07M	Buy	52,191 +11,298	+28%	+$1.13M	0.08%	66
2022 Q4	$4.06M	Buy	40,893 +38,166	+1,400%	+$3.75M	0.07%	71
2022 Q3	$245K	Buy	2,727 +263	+11%	+$27.3K	﹤0.01%	224
2022 Q2	$259K	Buy	2,464 +258	+12%	+$28.9K	﹤0.01%	224
2022 Q1	$252K	Buy	+2,206	New	+$237K	﹤0.01%	242

Other funds holding J

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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