Lido Advisors
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Lido Advisors’s Jacobs Solutions J Stock Holding History

Lido 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 		$1.37M Buy
10,848
+540
+5% +$66.4K ﹤0.01% 954
2026
Q1 		$1.31M Sell
10,308
-3,708
-26% -$504K ﹤0.01% 862
2025
Q4 		$2.09M Buy
14,016
+422
+3% +$61.9K 0.01% 706
2025
Q3 		$2.04M Sell
13,594
-768
-5% -$110K 0.01% 682
2025
Q2 		$1.89M Sell
14,362
-1,381
-9% -$170K 0.01% 604
2025
Q1 		$1.88M Buy
15,743
+899
+6% +$116K 0.01% 551
2024
Q4 		$1.96M Buy
14,844
+1,484
+11% +$204K 0.01% 524
2024
Q3 		$1.73M Sell
13,360
-1,389
-9% -$167K 0.01% 511
2024
Q2 		$1.7M Buy
14,749
+1,378
+10% +$162K 0.01% 487
2024
Q1 		$1.7M Buy
13,371
+4,510
+51% +$529K 0.01% 474
2023
Q4 		$951K Buy
8,861
+213
+2% +$23.2K 0.01% 634
2023
Q3 		$976K Buy
8,648
+162
+2% +$17.5K 0.01% 550
2023
Q2 		$835K Buy
8,486
+230
+3% +$21.9K 0.01% 586
2023
Q1 		$802K Buy
+8,256
New +$824K 0.01% 535
2022
Q2 		– Sell
-1,793
Closed -$204K – 1006
2022
Q1 		$204K Buy
+1,793
New +$192K ﹤0.01% 947

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

Lido Advisors's J Position: Q2 2026 in Review

Lido Advisors increased its Jacobs Solutions (J) stake by 5.2% in Q2 2026, buying an estimated $66.4K and bringing the position to 10,848 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Lido Advisors first reported a position in J in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.09M in Q4 2025. 868 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Lido Advisors held 10,848 shares of Jacobs Solutions worth $1.37M as of Q2 2026.
  • Lido Advisors bought 540 Jacobs Solutions shares in Q2 2026, an estimated $66.4K.
  • Jacobs Solutions made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #954 holding.
  • Lido Advisors first reported a position in Jacobs Solutions in Q1 2022 and has held it in 15 quarters since.
  • Lido Advisors's Jacobs Solutions position peaked at $2.09M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.