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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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 $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

EverSource Wealth Advisors's J Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Jacobs Solutions (J) stake by 5.7% in Q1 2026, buying an estimated $17K and bringing the position to 2,311 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #856.

EverSource Wealth Advisors first reported a position in J in Q4 2021 and has held it in 18 quarters since. The position peaked at $535K in Q4 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

EverSource Wealth Advisors held 2,311 shares of Jacobs Solutions worth $294K as of Q1 2026.
EverSource Wealth Advisors bought 125 Jacobs Solutions shares in Q1 2026, an estimated $17K.
Jacobs Solutions made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #856 holding.
EverSource Wealth Advisors first reported a position in Jacobs Solutions in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Jacobs Solutions position peaked at $535K in Q4 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.