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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Heartwood Wealth Advisors reduced its Jacobs Solutions (J) stake by 3.3% in Q2 2026, selling an estimated $7.13K and leaving 1,726 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #224.

Heartwood Wealth Advisors first reported a position in J in Q2 2024 and has held it in 9 quarters since. The position peaked at $331K in Q2 2024. 868 funds tracked by Wall St. Rank hold J as of Q2 2026.

Heartwood Wealth Advisors held 1,726 shares of Jacobs Solutions worth $217K as of Q2 2026.
Heartwood Wealth Advisors sold 58 Jacobs Solutions shares in Q2 2026, an estimated $7.13K.
Jacobs Solutions made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #224 holding.
Heartwood Wealth Advisors first reported a position in Jacobs Solutions in Q2 2024 and has held it in 9 quarters since.
Heartwood Wealth Advisors's Jacobs Solutions position peaked at $331K in Q2 2024.
868 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.