Lincluden Management’s Jacobs Solutions J Stock Holding History

Lincluden Management’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	$9.07M	Buy	72,023 +18,878	+36%	+$2.32M	0.89%	22
2026 Q1	$6.76M	Buy	53,145 +2,748	+5%	+$374K	0.72%	31
2025 Q4	$6.68M	Buy	50,397 +7,952	+19%	+$1.17M	0.57%	33
2025 Q3	$6.36M	Buy	42,445 +5,443	+15%	+$782K	0.71%	30
2025 Q2	$4.86M	Buy	+37,002	New	+$4.56M	0.54%	39

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 $3.37T AUM 44.26% 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

Lincluden Management's J Position: Q2 2026 in Review

Lincluden Management increased its Jacobs Solutions (J) stake by 36% in Q2 2026, buying an estimated $2.32M and bringing the position to 72,023 shares worth $9.07M. The position accounts for 0.89% of the portfolio, ranked #22.

Lincluden Management first reported a position in J in Q2 2025 and has held it in 5 quarters since. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Lincluden Management held 72,023 shares of Jacobs Solutions worth $9.07M as of Q2 2026.
Lincluden Management bought 18,878 Jacobs Solutions shares in Q2 2026, an estimated $2.32M.
Jacobs Solutions made up 0.89% of Lincluden Management's portfolio in Q2 2026, its #22 holding.
Lincluden Management first reported a position in Jacobs Solutions in Q2 2025 and has held it in 5 quarters since.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.