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 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 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

Integrated Wealth Concepts's J Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Jacobs Solutions (J) stake by 129% in Q1 2026, buying an estimated $377K and bringing the position to 4,936 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #1409.

Integrated Wealth Concepts first reported a position in J in Q2 2023 and has held it in 11 quarters since. The position peaked at $736K in Q2 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Integrated Wealth Concepts held 4,936 shares of Jacobs Solutions worth $628K as of Q1 2026.
Integrated Wealth Concepts bought 2,776 Jacobs Solutions shares in Q1 2026, an estimated $377K.
Jacobs Solutions made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1409 holding.
Integrated Wealth Concepts first reported a position in Jacobs Solutions in Q2 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's Jacobs Solutions position peaked at $736K in Q2 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.