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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lido Advisors's J Position: Q1 2026 in Review

Lido Advisors reduced its Jacobs Solutions (J) stake by 26% in Q1 2026, selling an estimated $504K and leaving 10,308 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Lido Advisors first reported a position in J in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.09M in Q4 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Lido Advisors held 10,308 shares of Jacobs Solutions worth $1.31M as of Q1 2026.
Lido Advisors sold 3,708 Jacobs Solutions shares in Q1 2026, an estimated $504K.
Jacobs Solutions made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #862 holding.
Lido Advisors first reported a position in Jacobs Solutions in Q1 2022 and has held it in 14 quarters since.
Lido Advisors's Jacobs Solutions position peaked at $2.09M in Q4 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.