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Measured Wealth Private Client Group’s Jacobs Solutions J Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-195
Closed -$25.8K – 752
2025
Q4 		$25.8K Buy
195
+18
+10% +$2.64K 0.01% 419
2025
Q3 		$26.5K Buy
+177
New +$25.4K 0.01% 414

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Measured Wealth Private Client Group's J Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 195 shares — an estimated $25.8K sold.

Measured Wealth Private Client Group first reported a position in J in Q3 2025 and held it in 2 quarters. The position peaked at $26.5K in Q3 2025. 915 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 195 Jacobs Solutions shares in Q1 2026, an estimated $25.8K.
  • Measured Wealth Private Client Group first reported a position in Jacobs Solutions in Q3 2025 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Jacobs Solutions position peaked at $26.5K in Q3 2025.
  • 915 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.