Matthew Hamilton Rosenberg’s Jacobs Solutions J Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$12.7K	Hold	94	–	–	﹤0.01%	609
2026 Q2	$11.8K	Hold	94	–	–	﹤0.01%	605
2026 Q1	$12K	Hold	94	–	–	﹤0.01%	594
2025 Q4	$12.5K	Hold	94	–	–	﹤0.01%	600
2025 Q3	$14.1K	Hold	94	–	–	﹤0.01%	593
2025 Q2	$12.4K	Sell	94 -1	-1%	-$123	﹤0.01%	634
2025 Q1	$11.4K	Hold	95	–	–	﹤0.01%	612
2024 Q4	$12.6K	Hold	95	–	–	﹤0.01%	597
2024 Q3	$12.3K	Sell	95 -19	-17%	-$2.29K	﹤0.01%	591
2024 Q2	$13K	Hold	114	–	–	﹤0.01%	568
2024 Q1	$14.2K	Hold	114	–	–	﹤0.01%	576
2023 Q4	$12.2K	Hold	114	–	–	﹤0.01%	589
2023 Q3	$12.8K	Hold	114	–	–	﹤0.01%	588
2023 Q2	$11.2K	Hold	114	–	–	﹤0.01%	609
2023 Q1	$11K	Hold	114	–	–	﹤0.01%	650
2022 Q4	$11.3K	Hold	114	–	–	﹤0.01%	638
2022 Q3	$10K	Hold	114	–	–	﹤0.01%	639
2022 Q2	$12K	Hold	114	–	–	﹤0.01%	626
2022 Q1	$13K	Hold	114	–	–	﹤0.01%	600
2021 Q4	$13K	Hold	114	–	–	﹤0.01%	573
2021 Q3	$12K	Hold	114	–	–	﹤0.01%	556
2021 Q2	$13K	Hold	114	–	–	0.01%	498
2021 Q1	$12K	Hold	114	–	–	0.01%	476
2020 Q4	$10K	Hold	114	–	–	0.01%	471
2020 Q3	$9K	Hold	114	–	–	0.01%	465
2020 Q2	$8K	Buy	+114	New	+$7.69K	0.01%	493

Other funds holding J

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

HHAA

Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's J Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Jacobs Solutions (J) position steady in Q3 2026 at 94 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Matthew Hamilton Rosenberg first reported a position in J in Q2 2020 and has held it in 26 quarters since. The position peaked at $14.2K in Q1 2024. 28 funds tracked by Wall St. Rank hold J as of Q3 2026.

Matthew Hamilton Rosenberg held 94 shares of Jacobs Solutions worth $12.7K as of Q3 2026.
Matthew Hamilton Rosenberg left its Jacobs Solutions share count unchanged in Q3 2026.
Jacobs Solutions made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #609 holding.
Matthew Hamilton Rosenberg first reported a position in Jacobs Solutions in Q2 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Jacobs Solutions position peaked at $14.2K in Q1 2024.
28 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.