MWA
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Medallion Wealth Advisors’s Jacobs Solutions J Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-170
Closed -$21.6K – 1268
2026
Q1 		$21.6K Hold
170
– – 0.01% 644
2025
Q4 		$22.5K Hold
170
– – 0.01% 618
2025
Q3 		$25.5K Hold
170
– – 0.01% 590
2025
Q2 		$22.3K Sell
170
-2
-1% -$247 0.01% 602
2025
Q1 		$20.6K Hold
172
– – 0.01% 567
2024
Q4 		$20.6K Buy
+172
New +$23.7K 0.01% 556

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

Medallion Wealth Advisors's J Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 170 shares — an estimated $21.6K sold.

Medallion Wealth Advisors first reported a position in J in Q4 2024 and held it in 6 quarters. The position peaked at $25.5K in Q3 2025. 874 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 170 Jacobs Solutions shares in Q2 2026, an estimated $21.6K.
  • Medallion Wealth Advisors first reported a position in Jacobs Solutions in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Jacobs Solutions position peaked at $25.5K in Q3 2025.
  • 874 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.