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Independent Advisor Alliance’s Jacobs Solutions J Stock Holding History

Independent Advisor Alliance’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 		$848K Sell
6,728
-394
-6% -$48.5K 0.02% 511
2026
Q1 		$906K Sell
7,122
-762
-10% -$104K 0.01% 869
2025
Q4 		$1.04M Sell
7,884
-115
-1% -$16.9K 0.03% 459
2025
Q3 		$1.2M Sell
7,999
-127
-2% -$18.3K 0.03% 407
2025
Q2 		$1.07M Sell
8,126
-935
-10% -$115K 0.03% 404
2025
Q1 		$1.08M Sell
9,061
-170
-2% -$21.9K 0.04% 363
2024
Q4 		$1.22M Buy
9,231
+363
+4% +$50K 0.02% 663
2024
Q3 		$1.15M Buy
8,868
+6,306
+246% +$760K 0.04% 308
2024
Q2 		$296K Buy
2,562
+527
+26% +$61.8K 0.01% 574
2024
Q1 		$259K Buy
+2,035
New +$239K 0.01% 608
2023
Q3 		– Sell
-2,216
Closed -$218K – 676
2023
Q2 		$218K Buy
+2,216
New +$211K 0.01% 602
2022
Q1 		– Sell
-1,787
Closed -$206K – 705
2021
Q4 		$206K Sell
1,787
-182
-9% -$21K 0.01% 626
2021
Q3 		$216K Buy
+1,969
New +$218K 0.01% 572

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's J Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Jacobs Solutions (J) stake by 5.5% in Q2 2026, selling an estimated $48.5K and leaving 6,728 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #511.

Independent Advisor Alliance first reported a position in J in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.22M in Q4 2024. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Independent Advisor Alliance held 6,728 shares of Jacobs Solutions worth $848K as of Q2 2026.
  • Independent Advisor Alliance sold 394 Jacobs Solutions shares in Q2 2026, an estimated $48.5K.
  • Jacobs Solutions made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #511 holding.
  • Independent Advisor Alliance first reported a position in Jacobs Solutions in Q3 2021 and has held it in 13 quarters since.
  • Independent Advisor Alliance's Jacobs Solutions position peaked at $1.22M in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.