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 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 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

Independent Advisor Alliance's J Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Jacobs Solutions (J) stake by 9.7% in Q1 2026, selling an estimated $104K and leaving 7,122 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #869.

Independent Advisor Alliance first reported a position in J in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.22M in Q4 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Independent Advisor Alliance held 7,122 shares of Jacobs Solutions worth $906K as of Q1 2026.
Independent Advisor Alliance sold 762 Jacobs Solutions shares in Q1 2026, an estimated $104K.
Jacobs Solutions made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #869 holding.
Independent Advisor Alliance first reported a position in Jacobs Solutions in Q3 2021 and has held it in 12 quarters since.
Independent Advisor Alliance's Jacobs Solutions position peaked at $1.22M in Q4 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.