KPWS
J icon

Kestra Private Wealth Services’s Jacobs Solutions J Stock Holding History

Kestra Private Wealth Services’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 		$551K Sell
4,332
-149
-3% -$20.3K 0.01% 1151
2025
Q4 		$594K Buy
4,481
+67
+2% +$9.83K 0.01% 1068
2025
Q3 		$661K Buy
4,414
+93
+2% +$13.4K 0.01% 965
2025
Q2 		$568K Buy
4,321
+59
+1% +$7.28K 0.01% 972
2025
Q1 		$510K Buy
4,262
+109
+3% +$14K 0.01% 944
2024
Q4 		$549K Sell
4,153
-777
-16% -$107K 0.01% 885
2024
Q3 		$639K Sell
4,930
-1,054
-18% -$127K 0.01% 778
2024
Q2 		$692K Buy
5,984
+114
+2% +$13.4K 0.01% 709
2024
Q1 		$746K Sell
5,870
-1,574
-21% -$185K 0.02% 645
2023
Q4 		$799K Buy
7,444
+691
+10% +$75.2K 0.02% 583
2023
Q3 		$762K Buy
6,753
+202
+3% +$21.8K 0.02% 534
2023
Q2 		$644K Buy
6,551
+577
+10% +$55K 0.02% 556
2023
Q1 		$581K Buy
5,974
+619
+12% +$61.8K 0.02% 559
2022
Q4 		$532K Sell
5,355
-216
-4% -$21.2K 0.03% 507
2022
Q3 		$500K Sell
5,571
-197
-3% -$20.4K 0.03% 496
2022
Q2 		$607K Buy
5,768
+151
+3% +$16.9K 0.03% 450
2022
Q1 		$640K Sell
5,617
-185
-3% -$19.9K 0.03% 497
2021
Q4 		$668K Buy
5,802
+266
+5% +$30.8K 0.03% 500
2021
Q3 		$607K Buy
5,536
+1,945
+54% +$215K 0.03% 489
2021
Q2 		$396K Buy
3,591
+1,237
+53% +$140K 0.02% 573
2021
Q1 		$252K Buy
+2,354
New +$225K 0.02% 662

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kestra Private Wealth Services's J Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Jacobs Solutions (J) stake by 3.3% in Q1 2026, selling an estimated $20.3K and leaving 4,332 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #1151.

Kestra Private Wealth Services first reported a position in J in Q1 2021 and has held it in 21 quarters since. The position peaked at $799K in Q4 2023. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Kestra Private Wealth Services held 4,332 shares of Jacobs Solutions worth $551K as of Q1 2026.
  • Kestra Private Wealth Services sold 149 Jacobs Solutions shares in Q1 2026, an estimated $20.3K.
  • Jacobs Solutions made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1151 holding.
  • Kestra Private Wealth Services first reported a position in Jacobs Solutions in Q1 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Jacobs Solutions position peaked at $799K in Q4 2023.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.