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Halbert Hargrove Global Advisors’s Jacobs Solutions J Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-138
Closed -$20.7K – 563
2025
Q3 		$20.7K Buy
+138
New +$19.8K ﹤0.01% 244

Other funds holding J

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Halbert Hargrove Global Advisors's J Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 138 shares — an estimated $20.7K sold.

Halbert Hargrove Global Advisors first reported a position in J in Q3 2025 and held it in 1 quarter. The position peaked at $20.7K in Q3 2025. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 138 Jacobs Solutions shares in Q4 2025, an estimated $20.7K.
  • Halbert Hargrove Global Advisors first reported a position in Jacobs Solutions in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Jacobs Solutions position peaked at $20.7K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.