McDonald Partners’s Jacobs Solutions J Stock Holding History

McDonald Partners’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	$753K	Hold	5,915	–	–	0.18%	116
2025 Q4	$784K	Sell	5,915 -261	-4%	-$38.3K	0.25%	99
2025 Q3	$926K	Hold	6,176	–	–	0.28%	88
2025 Q2	$812K	Sell	6,176 -340	-5%	-$41.9K	0.19%	137
2025 Q1	$780K	Sell	6,516 -75	-1%	-$9.66K	0.2%	131
2024 Q4	$872K	Sell	6,591 -202	-3%	-$27.8K	0.22%	119
2024 Q3	$880K	Sell	6,793 -1,580	-19%	-$190K	0.22%	117
2024 Q2	$968K	Buy	8,373 +181	+2%	+$21.2K	0.26%	105
2024 Q1	$1.04M	Hold	8,192	–	–	0.29%	98
2023 Q4	$880K	Sell	8,192 -332	-4%	-$36.1K	0.26%	107
2023 Q3	$962K	Sell	8,524 -363	-4%	-$39.1K	0.31%	94
2023 Q2	$874K	Sell	8,887 -220	-2%	-$21K	0.27%	106
2023 Q1	$885K	Sell	9,107 -196	-2%	-$19.6K	0.29%	102
2022 Q4	$924K	Hold	9,303	–	–	0.32%	91
2022 Q3	$835K	Hold	9,303	–	–	0.32%	94
2022 Q2	$978K	Hold	9,303	–	–	0.25%	114
2022 Q1	$1.06M	Buy	+9,303	New	+$998K	0.23%	121
2021 Q4	–	Sell	-9,304	Closed	-$1.02M	–	637
2021 Q3	$1.02M	Hold	9,304	–	–	0.24%	118
2021 Q2	$1.03M	Hold	9,304	–	–	0.24%	118
2021 Q1	$995K	Hold	9,304	–	–	0.26%	113
2020 Q4	$839K	Buy	+9,304	New	+$789K	0.24%	114

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

McDonald Partners's J Position: Q1 2026 in Review

McDonald Partners held its Jacobs Solutions (J) position steady in Q1 2026 at 5,915 shares worth $753K. The position accounts for 0.18% of the portfolio, ranked #116.

McDonald Partners first reported a position in J in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.06M in Q1 2022. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

McDonald Partners held 5,915 shares of Jacobs Solutions worth $753K as of Q1 2026.
McDonald Partners left its Jacobs Solutions share count unchanged in Q1 2026.
Jacobs Solutions made up 0.18% of McDonald Partners's portfolio in Q1 2026, its #116 holding.
McDonald Partners first reported a position in Jacobs Solutions in Q4 2020 and has held it in 21 quarters since.
McDonald Partners's Jacobs Solutions position peaked at $1.06M in Q1 2022.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.