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	$37.8K	Hold	300	–	–	﹤0.01%	2093
2026 Q1	$38.2K	Sell	300 -2,700	-90%	-$367K	﹤0.01%	1909
2025 Q4	$397K	Hold	3,000	–	–	﹤0.01%	1408
2025 Q3	$450K	Hold	3,000	–	–	﹤0.01%	1280
2025 Q2	$394K	Sell	3,000 -30	-1%	-$3.7K	﹤0.01%	1205
2025 Q1	$363K	Hold	3,030	–	–	﹤0.01%	1136
2024 Q4	$401K	Hold	3,030	–	–	﹤0.01%	1083
2024 Q3	$393K	Sell	3,030 -597	-16%	-$71.9K	﹤0.01%	1040
2024 Q2	$419K	Buy	+3,627	New	+$425K	﹤0.01%	990

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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. 879 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.
879 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.