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HB Wealth Management’s Jacobs Solutions J Stock Holding History

HB 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
2026
Q2 		$740K Buy
5,873
+319
+6% +$39.2K ﹤0.01% 902
2026
Q1 		$707K Buy
5,554
+54
+1% +$7.34K ﹤0.01% 820
2025
Q4 		$729K Sell
5,500
-365
-6% -$53.5K ﹤0.01% 737
2025
Q3 		$879K Buy
5,865
+592
+11% +$85.1K 0.01% 652
2025
Q2 		$693K Sell
5,273
-421
-7% -$51.9K 0.01% 637
2025
Q1 		$682K Buy
5,694
+2,903
+104% +$374K 0.01% 667
2024
Q4 		$369K Sell
2,791
-21
-0.7% -$2.89K ﹤0.01% 734
2024
Q3 		$364K Sell
2,812
-180
-6% -$21.7K ﹤0.01% 690
2024
Q2 		$346K Buy
2,992
+269
+10% +$31.5K ﹤0.01% 663
2024
Q1 		$346K Buy
2,723
+6
+0.2% +$703 ﹤0.01% 612
2023
Q4 		$292K Buy
2,717
+6
+0.2% +$653 ﹤0.01% 624
2023
Q3 		$306K Buy
2,711
+257
+10% +$27.7K ﹤0.01% 562
2023
Q2 		$241K Sell
2,454
-267
-10% -$25.5K ﹤0.01% 615
2023
Q1 		$265K Buy
2,721
+94
+4% +$9.38K ﹤0.01% 571
2022
Q4 		$261K Buy
2,627
+23
+0.9% +$2.26K ﹤0.01% 558
2022
Q3 		$234K Buy
2,604
+248
+11% +$25.7K 0.01% 503
2022
Q2 		$248K Buy
2,356
+144
+7% +$16.1K 0.01% 489
2022
Q1 		$252K Buy
2,212
+363
+20% +$38.9K ﹤0.01% 495
2021
Q4 		$213K Buy
+1,849
New +$214K ﹤0.01% 476

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $113B AUM 38.87% 1-Year Est. Return

HB Wealth Management's J Position: Q2 2026 in Review

HB Wealth Management increased its Jacobs Solutions (J) stake by 5.7% in Q2 2026, buying an estimated $39.2K and bringing the position to 5,873 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

HB Wealth Management first reported a position in J in Q4 2021 and has held it in 19 quarters since. The position peaked at $879K in Q3 2025. 868 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • HB Wealth Management held 5,873 shares of Jacobs Solutions worth $740K as of Q2 2026.
  • HB Wealth Management bought 319 Jacobs Solutions shares in Q2 2026, an estimated $39.2K.
  • Jacobs Solutions made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #902 holding.
  • HB Wealth Management first reported a position in Jacobs Solutions in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Jacobs Solutions position peaked at $879K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.