MCWS
J icon

McKinley Carter Wealth Services’s Jacobs Solutions J Stock Holding History

McKinley Carter Wealth Services’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 		$1.83M Sell
14,559
-51,028
-78% -$6.28M 0.09% 130
2026
Q1 		$8.35M Buy
65,587
+1,539
+2% +$209K 0.48% 55
2025
Q4 		$8.48M Buy
64,048
+465
+0.7% +$68.2K 0.47% 51
2025
Q3 		$9.53M Sell
63,583
-351
-0.5% -$50.4K 0.5% 47
2025
Q2 		$8.4M Buy
63,934
+4,789
+8% +$590K 0.47% 50
2025
Q1 		$7.08M Buy
59,145
+1,486
+3% +$191K 0.44% 49
2024
Q4 		$7.63M Buy
57,659
+2,443
+4% +$336K 0.47% 52
2024
Q3 		$7.16M Sell
55,216
-10,158
-16% -$1.22M 0.43% 52
2024
Q2 		$7.55M Buy
65,374
+2,146
+3% +$252K 0.48% 50
2024
Q1 		$8.04M Buy
63,228
+2,293
+4% +$269K 0.54% 44
2023
Q4 		$6.54M Buy
60,935
+9,252
+18% +$1.01M 0.48% 52
2023
Q3 		$5.84M Sell
51,683
-745
-1% -$80.3K 0.46% 45
2023
Q2 		$5.16M Sell
52,428
-512
-1% -$48.8K 0.39% 55
2023
Q1 		$5.15M Sell
52,940
-1,189
-2% -$119K 0.4% 54
2022
Q4 		$5.38M Buy
54,129
+510
+1% +$50.1K 0.46% 50
2022
Q3 		$4.81M Buy
53,619
+1,090
+2% +$113K 0.45% 50
2022
Q2 		$5.52M Sell
52,529
-1,791
-3% -$200K 0.49% 42
2022
Q1 		$6.19M Buy
54,320
+724
+1% +$77.7K 0.48% 43
2021
Q4 		$6.17M Sell
53,596
-693
-1% -$80.1K 0.46% 50
2021
Q3 		$5.95M Buy
54,289
+36
+0.1% +$3.98K 0.49% 45
2021
Q2 		$5.99M Sell
54,253
-45
-0.1% -$5.09K 0.5% 43
2021
Q1 		$5.81M Buy
54,298
+384
+0.7% +$36.7K 0.5% 45
2020
Q4 		$4.86M Buy
53,914
+3,143
+6% +$266K 0.64% 44
2020
Q3 		$3.9M Buy
50,771
+4,448
+10% +$325K 0.88% 35
2020
Q2 		$3.25M Buy
46,323
+14,885
+47% +$1M 0.8% 38
2020
Q1 		$2.06M Buy
31,438
+4,454
+17% +$335K 0.62% 42
2019
Q4 		$2M Buy
26,984
+4,461
+20% +$338K 0.47% 51
2019
Q3 		$1.71M Buy
+22,523
New +$1.61M 0.44% 54

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

McKinley Carter Wealth Services's J Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Jacobs Solutions (J) stake by 78% in Q2 2026, selling an estimated $6.28M and leaving 14,559 shares worth $1.83M. The position accounts for 0.09% of the portfolio, ranked #130.

McKinley Carter Wealth Services first reported a position in J in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.53M in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • McKinley Carter Wealth Services held 14,559 shares of Jacobs Solutions worth $1.83M as of Q2 2026.
  • McKinley Carter Wealth Services sold 51,028 Jacobs Solutions shares in Q2 2026, an estimated $6.28M.
  • Jacobs Solutions made up 0.09% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #130 holding.
  • McKinley Carter Wealth Services first reported a position in Jacobs Solutions in Q3 2019 and has held it in 28 quarters since.
  • McKinley Carter Wealth Services's Jacobs Solutions position peaked at $9.53M in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.