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Intrinsic Value Partners’s Jacobs Solutions J Stock Holding History

Intrinsic Value Partners’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 		$1.36M Sell
10,783
-100
-0.9% -$12.3K 0.93% 25
2026
Q1 		$1.39M Sell
10,883
-3,020
-22% -$411K 1.07% 25
2025
Q4 		$1.84M Sell
13,903
-1,280
-8% -$188K 1.38% 19
2025
Q3 		$2.28M Sell
15,183
-20
-0.1% -$2.87K 1.84% 15
2025
Q2 		$2M Sell
15,203
-783
-5% -$96.5K 1.78% 16
2025
Q1 		$1.91M Sell
15,986
-1,157
-7% -$149K 1.89% 15
2024
Q4 		$2.27M Hold
17,143
– – 2.28% 13
2024
Q3 		$2.22M Sell
17,143
-3,686
-18% -$444K 2.22% 13
2024
Q2 		$2.41M Sell
20,829
-303
-1% -$35.5K 2.51% 12
2024
Q1 		$2.69M Sell
21,132
-314
-1% -$36.8K 2.86% 12
2023
Q4 		$2.3M Sell
21,446
-60
-0.3% -$6.53K 2.69% 13
2023
Q3 		$2.43M Sell
21,506
-85
-0.4% -$9.16K 3.12% 9
2023
Q2 		$2.12M Sell
21,591
-1,142
-5% -$109K 2.68% 11
2023
Q1 		$2.21M Sell
22,733
-200
-0.9% -$20K 2.99% 11
2022
Q4 		$2.28M Sell
22,933
-4,116
-15% -$404K 3.12% 9
2022
Q3 		$2.43M Sell
27,049
-2,543
-9% -$263K 3.37% 7
2022
Q2 		$3.11M Sell
29,592
-544
-2% -$60.9K 3.97% 6
2022
Q1 		$3.44M Sell
30,136
-568
-2% -$60.9K 3.64% 7
2021
Q4 		$3.54M Buy
+30,704
New +$3.55M 3.77% 6

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

Intrinsic Value Partners's J Position: Q2 2026 in Review

Intrinsic Value Partners reduced its Jacobs Solutions (J) stake by 0.92% in Q2 2026, selling an estimated $12.3K and leaving 10,783 shares worth $1.36M. The position accounts for 0.93% of the portfolio, ranked #25.

Intrinsic Value Partners first reported a position in J in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q4 2021. 872 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Intrinsic Value Partners held 10,783 shares of Jacobs Solutions worth $1.36M as of Q2 2026.
  • Intrinsic Value Partners sold 100 Jacobs Solutions shares in Q2 2026, an estimated $12.3K.
  • Jacobs Solutions made up 0.93% of Intrinsic Value Partners's portfolio in Q2 2026, its #25 holding.
  • Intrinsic Value Partners first reported a position in Jacobs Solutions in Q4 2021 and has held it in 19 quarters since.
  • Intrinsic Value Partners's Jacobs Solutions position peaked at $3.54M in Q4 2021.
  • 872 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.