Gratus Wealth Advisors’s Jacobs Solutions J Stock Holding History

Gratus 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	–	Sell	-3,957	Closed	-$504K	–	144
2026 Q1	$504K	Sell	3,957 -2,236	-36%	-$304K	0.07%	89
2025 Q4	$820K	Buy	6,193 +81	+1%	+$11.9K	0.11%	68
2025 Q3	$916K	Buy	6,112 +3	+0%	+$431	0.13%	63
2025 Q2	$803K	Sell	6,109 -114	-2%	-$14.1K	0.12%	70
2025 Q1	$745K	Sell	6,223 -116	-2%	-$14.9K	0.12%	72
2024 Q4	$839K	Buy	6,339 +200	+3%	+$27.5K	0.13%	68
2024 Q3	$839K	Sell	6,139 -1,151	-16%	-$139K	0.14%	74
2024 Q2	$892K	Buy	7,290 +957	+15%	+$112K	0.15%	64
2024 Q1	$752K	Buy	6,333 +152	+2%	+$17.8K	0.14%	71
2023 Q4	$664K	Buy	+6,181	New	+$673K	0.13%	71

Other funds holding J

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 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

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

Gratus Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 3,957 shares — an estimated $504K sold.

Gratus Wealth Advisors first reported a position in J in Q4 2023 and held it in 10 quarters. The position peaked at $916K in Q3 2025. 304 funds tracked by Wall St. Rank hold J as of Q2 2026.

Gratus Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
Gratus Wealth Advisors sold 3,957 Jacobs Solutions shares in Q2 2026, an estimated $504K.
Gratus Wealth Advisors first reported a position in Jacobs Solutions in Q4 2023 and held it in 10 quarters.
Gratus Wealth Advisors's Jacobs Solutions position peaked at $916K in Q3 2025.
304 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.