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Hennion & Walsh Asset Management’s Jacobs Solutions J Stock Holding History

Hennion & Walsh Asset 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 		$557K Buy
4,424
+1,423
+47% +$175K 0.02% 718
2026
Q1 		$382K Buy
+3,001
New +$408K 0.01% 780
2025
Q3 		– Sell
-3,615
Closed -$475K – 958
2025
Q2 		$475K Sell
3,615
-187
-5% -$23.1K 0.02% 686
2025
Q1 		$455K Sell
3,802
-3,845
-50% -$495K 0.02% 661
2024
Q4 		$1.01M Sell
7,647
-196
-2% -$27K 0.05% 464
2024
Q3 		$1.02M Sell
7,843
-718
-8% -$86.5K 0.05% 449
2024
Q2 		$989K Buy
8,561
+3,469
+68% +$407K 0.05% 423
2024
Q1 		$648K Buy
5,092
+1,357
+36% +$159K 0.03% 515
2023
Q4 		$401K Sell
3,735
-2,491
-40% -$271K 0.02% 608
2023
Q3 		$703K Sell
6,226
-8,492
-58% -$915K 0.04% 436
2023
Q2 		$1.45M Sell
14,718
-698
-5% -$66.6K 0.09% 288
2023
Q1 		$1.5M Sell
15,416
-192
-1% -$19.2K 0.09% 263
2022
Q4 		$1.55M Buy
15,608
+486
+3% +$47.7K 0.1% 252
2022
Q3 		$1.36M Buy
15,122
+9,012
+147% +$934K 0.09% 259
2022
Q2 		$643K Buy
+6,110
New +$684K 0.04% 434

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management's J Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Jacobs Solutions (J) stake by 47% in Q2 2026, buying an estimated $175K and bringing the position to 4,424 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #718.

Hennion & Walsh Asset Management first reported a position in J in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2022. 208 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Hennion & Walsh Asset Management held 4,424 shares of Jacobs Solutions worth $557K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 1,423 Jacobs Solutions shares in Q2 2026, an estimated $175K.
  • Jacobs Solutions made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #718 holding.
  • Hennion & Walsh Asset Management first reported a position in Jacobs Solutions in Q2 2022 and has held it in 15 quarters since.
  • Hennion & Walsh Asset Management's Jacobs Solutions position peaked at $1.55M in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.