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Global Wealth Strategies & Associates’s Jacobs Solutions J Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-465
Closed -$59.2K – 263
2026
Q1 		$59.2K Hold
465
– – 0.01% 156
2025
Q4 		$61.6K Hold
465
– – 0.02% 136
2025
Q3 		$69.7K Hold
465
– – 0.02% 124
2025
Q2 		$61.1K Sell
465
-5
-1% -$617 0.02% 101
2025
Q1 		$56.2K Hold
470
– – 0.02% 107
2024
Q4 		$62.1K Hold
470
– – 0.02% 95
2024
Q3 		$60.9K Sell
470
-92
-16% -$11.1K 0.02% 87
2024
Q2 		$65K Hold
562
– – 0.02% 75
2024
Q1 		$71.5K Hold
562
– – 0.03% 72
2023
Q4 		$60.4K Hold
562
– – 0.03% 74
2023
Q3 		$63.5K Buy
+562
New +$60.6K 0.03% 68

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Global Wealth Strategies & Associates's J Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 465 shares — an estimated $59.2K sold.

Global Wealth Strategies & Associates first reported a position in J in Q3 2023 and held it in 11 quarters. The position peaked at $71.5K in Q1 2024. 109 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 465 Jacobs Solutions shares in Q2 2026, an estimated $59.2K.
  • Global Wealth Strategies & Associates first reported a position in Jacobs Solutions in Q3 2023 and held it in 11 quarters.
  • Global Wealth Strategies & Associates's Jacobs Solutions position peaked at $71.5K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.