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J.W. Cole Advisors’s Jacobs Solutions J Stock Holding History

J.W. Cole Advisors’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 		$699K Sell
5,544
-16
-0.3% -$1.97K 0.01% 881
2026
Q1 		$708K Sell
5,560
-126
-2% -$17.1K 0.02% 450
2025
Q4 		$752K Buy
5,686
+198
+4% +$29K 0.02% 740
2025
Q3 		$822K Buy
5,488
+22
+0.4% +$3.16K 0.02% 796
2025
Q2 		$719K Sell
5,466
-32
-0.6% -$3.95K 0.02% 793
2025
Q1 		$658K Buy
5,498
+3,921
+249% +$505K 0.02% 689
2024
Q4 		$209K Buy
1,577
+3
+0.2% +$413 0.01% 891
2024
Q3 		$204K Sell
1,574
-308
-16% -$37.1K 0.01% 901
2024
Q2 		$218K Sell
1,882
-373
-17% -$43.7K 0.01% 826
2024
Q1 		$287K Buy
+2,255
New +$264K 0.01% 705

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

J.W. Cole Advisors's J Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Jacobs Solutions (J) stake by 0.29% in Q2 2026, selling an estimated $1.97K and leaving 5,544 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #881.

J.W. Cole Advisors first reported a position in J in Q1 2024 and has held it in 10 quarters since. The position peaked at $822K in Q3 2025. 304 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • J.W. Cole Advisors held 5,544 shares of Jacobs Solutions worth $699K as of Q2 2026.
  • J.W. Cole Advisors sold 16 Jacobs Solutions shares in Q2 2026, an estimated $1.97K.
  • Jacobs Solutions made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #881 holding.
  • J.W. Cole Advisors first reported a position in Jacobs Solutions in Q1 2024 and has held it in 10 quarters since.
  • J.W. Cole Advisors's Jacobs Solutions position peaked at $822K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.