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EverSource Wealth Advisors’s Jacobs Solutions J Stock Holding History

EverSource Wealth Advisors’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 		$144K Sell
1,146
-1,165
-50% -$143K ﹤0.01% 1190
2026
Q1 		$294K Buy
2,311
+125
+6% +$17K 0.01% 856
2025
Q4 		$290K Sell
2,186
-297
-12% -$43.6K 0.01% 776
2025
Q3 		$372K Sell
2,483
-97
-4% -$13.9K 0.01% 618
2025
Q2 		$339K Sell
2,580
-1,692
-40% -$209K 0.02% 614
2025
Q1 		$511K Buy
4,272
+229
+6% +$29.5K 0.03% 381
2024
Q4 		$535K Buy
4,043
+18
+0.4% +$2.48K 0.03% 357
2024
Q3 		$522K Buy
4,025
+89
+2% +$10.7K 0.03% 318
2024
Q2 		$477K Buy
3,936
+19
+0.5% +$2.23K 0.03% 328
2024
Q1 		$465K Buy
3,917
+3,710
+1,792% +$435K 0.04% 277
2023
Q4 		$22.2K Sell
207
-3,712
-95% -$404K ﹤0.01% 1194
2023
Q3 		$443K Hold
3,919
– – 0.05% 245
2023
Q2 		$385K Buy
3,919
+3,882
+10,492% +$370K 0.04% 262
2023
Q1 		$3.64K Sell
37
-10
-21% -$998 ﹤0.01% 1748
2022
Q4 		$4.68K Hold
47
– – ﹤0.01% 1631
2022
Q3 		$4K Hold
47
– – ﹤0.01% 1444
2022
Q2 		$5K Hold
47
– – ﹤0.01% 1263
2022
Q1 		$5K Buy
47
+14
+42% +$1.5K ﹤0.01% 1257
2021
Q4 		$4K Buy
+33
New +$3.81K ﹤0.01% 1335

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
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

EverSource Wealth Advisors's J Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Jacobs Solutions (J) stake by 50% in Q2 2026, selling an estimated $143K and leaving 1,146 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

EverSource Wealth Advisors first reported a position in J in Q4 2021 and has held it in 19 quarters since. The position peaked at $535K in Q4 2024. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • EverSource Wealth Advisors held 1,146 shares of Jacobs Solutions worth $144K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,165 Jacobs Solutions shares in Q2 2026, an estimated $143K.
  • Jacobs Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1190 holding.
  • EverSource Wealth Advisors first reported a position in Jacobs Solutions in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Jacobs Solutions position peaked at $535K in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.