IEQ Capital’s Jacobs Solutions J Stock Holding History

IEQ Capital’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 Q1	$1.08M	Sell	8,520 -5,337	-39%	-$726K	0.01%	1012
2025 Q4	$1.84M	Sell	13,857 -23,926	-63%	-$3.51M	0.01%	824
2025 Q3	$5.66M	Sell	37,783 -19,100	-34%	-$2.74M	0.02%	462
2025 Q2	$7.48M	Buy	56,883 +41,773	+276%	+$5.15M	0.05%	314
2025 Q1	$1.81M	Sell	15,110 -6,055	-29%	-$780K	0.01%	605
2024 Q4	$2.8M	Buy	21,165 +15,178	+254%	+$2.09M	0.03%	417
2024 Q3	$776K	Buy	5,987 +3,488	+140%	+$420K	0.01%	614
2024 Q2	$289K	Buy	2,499 +135	+6%	+$15.8K	﹤0.01%	806
2024 Q1	$301K	Buy	2,364 +83	+4%	+$9.73K	﹤0.01%	771
2023 Q4	$245K	Buy	2,281 +77	+3%	+$8.38K	﹤0.01%	785
2023 Q3	$249K	Buy	+2,204	New	+$237K	0.01%	776
2022 Q1	–	Sell	-1,781	Closed	-$205K	–	828
2021 Q4	$205K	Buy	+1,781	New	+$206K	﹤0.01%	690

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IEQ Capital's J Position: Q1 2026 in Review

IEQ Capital reduced its Jacobs Solutions (J) stake by 39% in Q1 2026, selling an estimated $726K and leaving 8,520 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1012.

IEQ Capital first reported a position in J in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.48M in Q2 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

IEQ Capital held 8,520 shares of Jacobs Solutions worth $1.08M as of Q1 2026.
IEQ Capital sold 5,337 Jacobs Solutions shares in Q1 2026, an estimated $726K.
Jacobs Solutions made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #1012 holding.
IEQ Capital first reported a position in Jacobs Solutions in Q4 2021 and has held it in 12 quarters since.
IEQ Capital's Jacobs Solutions position peaked at $7.48M in Q2 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.