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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Medallion Wealth Advisors's J Position: Q1 2026 in Review

Medallion Wealth Advisors held its Jacobs Solutions (J) position steady in Q1 2026 at 170 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #644.

Medallion Wealth Advisors first reported a position in J in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.5K in Q3 2025. 913 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Medallion Wealth Advisors held 170 shares of Jacobs Solutions worth $21.6K as of Q1 2026.
  • Medallion Wealth Advisors left its Jacobs Solutions share count unchanged in Q1 2026.
  • Jacobs Solutions made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #644 holding.
  • Medallion Wealth Advisors first reported a position in Jacobs Solutions in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Jacobs Solutions position peaked at $25.5K in Q3 2025.
  • 913 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.