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Integrated Wealth Concepts’s Jacobs Solutions J Stock Holding History

Integrated Wealth Concepts’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 		$439K Sell
3,482
-1,454
-29% -$179K ﹤0.01% 1739
2026
Q1 		$628K Buy
4,936
+2,776
+129% +$377K 0.01% 1409
2025
Q4 		$286K Sell
2,160
-2,548
-54% -$374K ﹤0.01% 1346
2025
Q3 		$706K Sell
4,708
-891
-16% -$128K 0.01% 1161
2025
Q2 		$736K Buy
+5,599
New +$690K 0.01% 1069
2025
Q1 		– Sell
-4,903
Closed -$649K – 1794
2024
Q4 		$649K Buy
4,903
+164
+3% +$22.6K 0.01% 1010
2024
Q3 		$614K Sell
4,739
-596
-11% -$71.8K 0.01% 997
2024
Q2 		$617K Buy
5,335
+211
+4% +$24.7K 0.01% 966
2024
Q1 		$652K Buy
5,124
+607
+13% +$71.2K 0.01% 934
2023
Q4 		$485K Buy
4,517
+1,693
+60% +$184K 0.01% 1009
2023
Q3 		$319K Sell
2,824
-163
-5% -$17.6K 0.01% 1199
2023
Q2 		$294K Buy
+2,987
New +$285K 0.01% 1230

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

Integrated Wealth Concepts's J Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Jacobs Solutions (J) stake by 29% in Q2 2026, selling an estimated $179K and leaving 3,482 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Integrated Wealth Concepts first reported a position in J in Q2 2023 and has held it in 12 quarters since. The position peaked at $736K in Q2 2025. 876 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Integrated Wealth Concepts held 3,482 shares of Jacobs Solutions worth $439K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,454 Jacobs Solutions shares in Q2 2026, an estimated $179K.
  • Jacobs Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1739 holding.
  • Integrated Wealth Concepts first reported a position in Jacobs Solutions in Q2 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Jacobs Solutions position peaked at $736K in Q2 2025.
  • 876 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.