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Kozak & Associates’s Jacobs Solutions J Stock Holding History

Kozak & Associates’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 		$12.6K Hold
101
– – ﹤0.01% 247
2026
Q1 		$12.7K Hold
101
– – ﹤0.01% 244
2025
Q4 		$14.1K Hold
101
– – ﹤0.01% 224
2025
Q3 		$15.2K Buy
101
+1
+1% +$144 ﹤0.01% 216
2025
Q2 		$13.5K Sell
100
-1
-1% -$123 ﹤0.01% 216
2025
Q1 		$11.8K Hold
101
– – ﹤0.01% 206
2024
Q4 		$13.4K Hold
101
– – ﹤0.01% 210
2024
Q3 		$14.1K Sell
101
-20
-17% -$2.41K ﹤0.01% 209
2024
Q2 		$13.8K Buy
121
+1
+0.8% +$117 ﹤0.01% 205
2024
Q1 		$13.7K Buy
120
+2
+2% +$234 ﹤0.01% 210
2023
Q4 		$12.9K Hold
118
– – ﹤0.01% 213
2023
Q3 		$13.5K Hold
118
– – ﹤0.01% 211
2023
Q2 		$11.7K Hold
118
– – ﹤0.01% 216
2023
Q1 		$11.5K Hold
118
– – 0.01% 220
2022
Q4 		$12K Buy
+118
New +$11.6K 0.01% 217

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

Kozak & Associates's J Position: Q2 2026 in Review

Kozak & Associates held its Jacobs Solutions (J) position steady in Q2 2026 at 101 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Kozak & Associates first reported a position in J in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.2K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Kozak & Associates held 101 shares of Jacobs Solutions worth $12.6K as of Q2 2026.
  • Kozak & Associates left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #247 holding.
  • Kozak & Associates first reported a position in Jacobs Solutions in Q4 2022 and has held it in 15 quarters since.
  • Kozak & Associates's Jacobs Solutions position peaked at $15.2K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.