Heartwood Wealth Advisors’s Jacobs Solutions J Stock Holding History

Heartwood 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 Q3	$233K	Hold	1,726	–	–	0.02%	208
2026 Q2	$217K	Sell	1,726 -58	-3%	-$7.13K	0.02%	224
2026 Q1	$227K	Hold	1,784	–	–	0.02%	212
2025 Q4	$236K	Hold	1,784	–	–	0.02%	187
2025 Q3	$267K	Hold	1,784	–	–	0.02%	172
2025 Q2	$235K	Sell	1,784 -103	-5%	-$12.7K	0.02%	171
2025 Q1	$226K	Hold	1,887	–	–	0.03%	167
2024 Q4	$250K	Hold	1,887	–	–	0.03%	148
2024 Q3	$245K	Sell	1,887 -976	-34%	-$118K	0.03%	153
2024 Q2	$331K	Buy	+2,863	New	+$336K	0.04%	125

Other funds holding J

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Heartwood Wealth Advisors's J Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Jacobs Solutions (J) position steady in Q3 2026 at 1,726 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #208.

Heartwood Wealth Advisors first reported a position in J in Q2 2024 and has held it in 10 quarters since. The position peaked at $331K in Q2 2024. 28 funds tracked by Wall St. Rank hold J as of Q3 2026.

Heartwood Wealth Advisors held 1,726 shares of Jacobs Solutions worth $233K as of Q3 2026.
Heartwood Wealth Advisors left its Jacobs Solutions share count unchanged in Q3 2026.
Jacobs Solutions made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #208 holding.
Heartwood Wealth Advisors first reported a position in Jacobs Solutions in Q2 2024 and has held it in 10 quarters since.
Heartwood Wealth Advisors's Jacobs Solutions position peaked at $331K in Q2 2024.
28 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.