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Gitterman Wealth Management’s Jacobs Solutions J Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		$467K Buy
3,114
+401
+15% +$57.6K 0.11% 53
2025
Q2 		$357K Sell
2,713
-10
-0.4% -$1.23K 0.08% 66
2025
Q1 		$326K Sell
2,723
-194
-7% -$25K 0.09% 69
2024
Q4 		$386K Buy
2,917
+360
+14% +$49.5K 0.16% 51
2024
Q3 		$332K Sell
2,557
-167
-6% -$20.1K 0.14% 50
2024
Q2 		$315K Buy
2,724
+371
+16% +$43.5K 0.12% 55
2024
Q1 		$299K Buy
+2,353
New +$276K 0.12% 59
2023
Q3 		– Sell
-2,568
Closed -$253K – 93
2023
Q2 		$253K Buy
2,568
+138
+6% +$13.2K 0.12% 54
2023
Q1 		$236K Buy
+2,430
New +$242K 0.11% 60

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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 $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Gitterman Wealth Management's J Position: Q3 2025 in Review

Gitterman Wealth Management increased its Jacobs Solutions (J) stake by 15% in Q3 2025, buying an estimated $57.6K and bringing the position to 3,114 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #53.

Gitterman Wealth Management first reported a position in J in Q1 2023 and has held it in 9 quarters since. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.

  • Gitterman Wealth Management held 3,114 shares of Jacobs Solutions worth $467K as of Q3 2025.
  • Gitterman Wealth Management bought 401 Jacobs Solutions shares in Q3 2025, an estimated $57.6K.
  • Jacobs Solutions made up 0.11% of Gitterman Wealth Management's portfolio in Q3 2025, its #53 holding.
  • Gitterman Wealth Management first reported a position in Jacobs Solutions in Q1 2023 and has held it in 9 quarters since.
  • 875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.