JO
J icon

John Overdeck’s Jacobs Solutions J Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-6,045
Closed -$696K – 3470
2021
Q4 		$696K Buy
6,045
+2,297
+61% +$266K ﹤0.01% 2911
2021
Q3 		$411K Buy
+3,748
New +$414K ﹤0.01% 3428
2021
Q2 		– Sell
-6,528
Closed -$698K – 4305
2021
Q1 		$698K Buy
6,528
+1,209
+23% +$115K ﹤0.01% 2630
2020
Q4 		$479K Buy
+5,319
New +$451K ﹤0.01% 2548
2020
Q3 		– Sell
-2,902
Closed -$204K – 3312
2020
Q2 		$204K Buy
+2,902
New +$196K ﹤0.01% 2629
2019
Q4 		– Sell
-4,352
Closed -$329K – 3818
2019
Q3 		$329K Buy
+4,352
New +$311K ﹤0.01% 2900
2019
Q2 		– Sell
-5,199
Closed -$323K – 3491
2019
Q1 		$323K Buy
+5,199
New +$293K ﹤0.01% 2548
2018
Q4 		– Sell
-14,508
Closed -$918K – 3254
2018
Q3 		$918K Sell
14,508
-13,540
-48% -$795K ﹤0.01% 2041
2018
Q2 		$1.47M Buy
28,048
+7,858
+39% +$404K ﹤0.01% 1843
2018
Q1 		$988K Buy
+20,190
New +$1.07M ﹤0.01% 2018
2017
Q4 		– Sell
-19,344
Closed -$932K – 3260
2017
Q3 		$932K Buy
19,344
+5,562
+40% +$249K ﹤0.01% 1774
2017
Q2 		$620K Buy
+13,782
New +$613K ﹤0.01% 2191
2016
Q4 		– Sell
-8,584
Closed -$367K – 3311
2016
Q3 		$367K Buy
8,584
+1,330
+18% +$57.7K ﹤0.01% 2617
2016
Q2 		$299K Hold
7,254
– – ﹤0.01% 2563
2016
Q1 		$261K Sell
7,254
-7,254
-50% -$237K ﹤0.01% 2456
2015
Q4 		$503K Buy
+14,508
New +$497K ﹤0.01% 1963

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

John Overdeck's J Position: Q2 2026 in Review

John Overdeck reduced its Jacobs Solutions (J) stake by 73% in Q2 2026, selling an estimated $73.9M and leaving 217,288 shares worth $27.4M. The position accounts for 0.02% of the portfolio, ranked #858.

John Overdeck first reported a position in J in Q3 2013 and has held it in 38 quarters since. The position peaked at $104M in Q1 2026. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • John Overdeck held 217,288 shares of Jacobs Solutions worth $27.4M as of Q2 2026.
  • John Overdeck sold 601,155 Jacobs Solutions shares in Q2 2026, an estimated $73.9M.
  • Jacobs Solutions made up 0.02% of John Overdeck's portfolio in Q2 2026, its #858 holding.
  • John Overdeck first reported a position in Jacobs Solutions in Q3 2013 and has held it in 38 quarters since.
  • John Overdeck's Jacobs Solutions position peaked at $104M in Q1 2026.
  • 866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.