Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Jacobs Solutions J Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-901,284
Closed -$135M – 902
2025
Q3 		$135M Sell
901,284
-256,230
-22% -$36.8M 0.53% 42
2025
Q2 		$152M Sell
1,157,514
-32,536
-3% -$4.01M 0.65% 36
2025
Q1 		$142M Buy
1,190,050
+43,490
+4% +$5.6M 0.71% 33
2024
Q4 		$152M Buy
1,146,560
+96,128
+9% +$13.2M 0.74% 34
2024
Q3 		$143M Sell
1,050,432
-167,463
-14% -$20.2M 1.02% 19
2024
Q2 		$141M Buy
1,217,895
+19,389
+2% +$2.27M 1.2% 19
2024
Q1 		$152M Buy
1,198,506
+1,498
+0.1% +$176K 1.94% 13
2023
Q4 		$129M Buy
1,197,008
+3,978
+0.3% +$433K 2.13% 13
2023
Q3 		$135M Sell
1,193,030
-324,825
-21% -$35M 2.42% 9
2023
Q2 		$149M Buy
1,517,855
+342,091
+29% +$32.6M 2.19% 12
2023
Q1 		$114M Buy
1,175,764
+461,280
+65% +$46M 1.98% 13
2022
Q4 		$71M Sell
714,484
-7,281
-1% -$715K 1.4% 24
2022
Q3 		$64.8M Buy
721,765
+218,187
+43% +$22.6M 1.5% 23
2022
Q2 		$53M Buy
503,578
+22,172
+5% +$2.48M 1.17% 35
2022
Q1 		$54.9M Sell
481,406
-314,721
-40% -$33.8M 1.05% 36
2021
Q4 		$71.8M Buy
796,127
+775,990
+3,854% +$89.7M 1.69% 19
2021
Q3 		$2.21M Sell
20,137
-24,887
-55% -$2.75M 0.04% 226
2021
Q2 		$4.97M Sell
45,024
-574,215
-93% -$64.9M 0.1% 156
2021
Q1 		$66.2M Sell
619,239
-334,611
-35% -$31.9M 1.55% 21
2020
Q4 		$86M Buy
953,850
+9,137
+1% +$774K 2.09% 12
2020
Q3 		$72.5M Buy
944,713
+12,830
+1% +$938K 2.03% 12
2020
Q2 		$65.4M Buy
931,883
+302,640
+48% +$20.4M 2.02% 12
2020
Q1 		$41.3M Sell
629,243
-46,009
-7% -$3.46M 1.49% 23
2019
Q4 		$50.2M Sell
675,252
-16,010
-2% -$1.21M 1.46% 23
2019
Q3 		$52.3M Sell
691,262
-653,704
-49% -$46.8M 1.67% 18
2019
Q2 		$93.9M Sell
1,344,966
-21,142
-2% -$1.36M 2.96% 5
2019
Q1 		$85M Buy
1,366,108
+14,244
+1% +$802K 2.69% 6
2018
Q4 		$65.4M Sell
1,351,864
-32,958
-2% -$1.88M 2.58% 9
2018
Q3 		$87.6M Sell
1,384,822
-77,461
-5% -$4.55M 3.98% 5
2018
Q2 		$76.8M Buy
1,462,283
+44,645
+3% +$2.3M 3.57% 7
2018
Q1 		$69.4M Buy
1,417,638
+322,722
+29% +$17.1M 3.35% 9
2017
Q4 		$59.7K Sell
1,094,916
-57,055
-5% -$2.93M 2.56% 12
2017
Q3 		$55.5M Buy
1,151,971
+13,440
+1% +$601K 2.76% 14
2017
Q2 		$51.2M Buy
1,138,531
+28,895
+3% +$1.28M 2.73% 15
2017
Q1 		$50.7M Buy
1,109,636
+21,414
+2% +$1.01M 2.79% 15
2016
Q4 		$51.3M Sell
1,088,222
-420,286
-28% -$19.4M 2.99% 12
2016
Q3 		$64.5M Sell
1,508,508
-104,447
-6% -$4.53M 3.97% 5
2016
Q2 		$61.4M Sell
1,612,955
-1,078,310
-40% -$42.5M 4.26% 4
2016
Q1 		$96.9M Buy
+2,691,265
New +$87.9M 5.72% 3

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kovitz Investment Group Partners's J Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 901,284 shares — an estimated $135M sold.

Kovitz Investment Group Partners first reported a position in J in Q1 2016 and held it in 39 quarters. The position peaked at $152M in Q1 2024. 925 funds tracked by Wall St. Rank hold J as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 901,284 Jacobs Solutions shares in Q4 2025, an estimated $135M.
  • Kovitz Investment Group Partners first reported a position in Jacobs Solutions in Q1 2016 and held it in 39 quarters.
  • Kovitz Investment Group Partners's Jacobs Solutions position peaked at $152M in Q1 2024.
  • 925 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.