Marks Group Wealth Management’s Jacobs Solutions J Stock Holding History

Marks Group Wealth 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	$3.92M	Sell	31,128 -16,817	-35%	-$2.07M	0.34%	72
2026 Q1	$6.1M	Sell	47,945 -6,221	-11%	-$846K	0.59%	64
2025 Q4	$7.17M	Sell	54,166 -7,584	-12%	-$1.11M	0.69%	52
2025 Q3	$9.25M	Sell	61,750 -3,960	-6%	-$569K	0.86%	31
2025 Q2	$8.64M	Sell	65,710 -1,007	-2%	-$124K	0.8%	50
2025 Q1	$7.99M	Buy	66,717 +4,730	+8%	+$609K	0.77%	61
2024 Q4	$8.2M	Sell	61,987 -2,728	-4%	-$375K	0.81%	51
2024 Q3	$8.39M	Sell	64,715 -3,446	-5%	-$415K	0.8%	55
2024 Q2	$7.88M	Buy	68,161 +1,068	+2%	+$125K	0.83%	49
2024 Q1	$8.53M	Sell	67,093 -473	-0.7%	-$55.5K	0.89%	35
2023 Q4	$7.25M	Sell	67,566 -1,693	-2%	-$184K	0.83%	44
2023 Q3	$7.82M	Sell	69,259 -451	-0.6%	-$48.6K	0.97%	17
2023 Q2	$6.86M	Buy	+69,710	New	+$6.65M	0.82%	46

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

Marks Group Wealth Management's J Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Jacobs Solutions (J) stake by 35% in Q2 2026, selling an estimated $2.07M and leaving 31,128 shares worth $3.92M. The position accounts for 0.34% of the portfolio, ranked #72.

Marks Group Wealth Management first reported a position in J in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.25M in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Marks Group Wealth Management held 31,128 shares of Jacobs Solutions worth $3.92M as of Q2 2026.
Marks Group Wealth Management sold 16,817 Jacobs Solutions shares in Q2 2026, an estimated $2.07M.
Jacobs Solutions made up 0.34% of Marks Group Wealth Management's portfolio in Q2 2026, its #72 holding.
Marks Group Wealth Management first reported a position in Jacobs Solutions in Q2 2023 and has held it in 13 quarters since.
Marks Group Wealth Management's Jacobs Solutions position peaked at $9.25M in Q3 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.