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Heritage Family Offices’s Jacobs Solutions J Stock Holding History

Heritage Family Offices’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 		– Sell
-5,754
Closed -$732K – 245
2026
Q1 		$732K Sell
5,754
-7,914
-58% -$1.08M 0.32% 74
2025
Q4 		$1.81M Sell
13,668
-1,621
-11% -$238K 0.82% 28
2025
Q3 		$2.29M Buy
15,289
+148
+1% +$21.3K 1.07% 18
2025
Q2 		$1.84M Sell
15,141
-151
-1% -$18.6K 0.93% 26
2025
Q1 		$1.83M Buy
15,292
+231
+2% +$29.7K 0.94% 26
2024
Q4 		$1.99M Buy
15,061
+5,385
+56% +$741K 0.99% 25
2024
Q3 		$1.25M Sell
9,676
-1,943
-17% -$234K 0.65% 36
2024
Q2 		$1.34M Buy
+11,619
New +$1.36M 0.75% 33

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

Heritage Family Offices's J Position: Q2 2026 in Review

Heritage Family Offices sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 5,754 shares — an estimated $732K sold.

Heritage Family Offices first reported a position in J in Q2 2024 and held it in 8 quarters. The position peaked at $2.29M in Q3 2025. 874 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Heritage Family Offices reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 5,754 Jacobs Solutions shares in Q2 2026, an estimated $732K.
  • Heritage Family Offices first reported a position in Jacobs Solutions in Q2 2024 and held it in 8 quarters.
  • Heritage Family Offices's Jacobs Solutions position peaked at $2.29M in Q3 2025.
  • 874 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.