Mission Wealth Management’s Jacobs Solutions J Stock Holding History

Mission Wealth Management’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	$1.22M	Buy	+9,719	New	+$1.2M	0.02%	422
2022 Q4	–	Sell	-2,619	Closed	-$235K	–	537
2022 Q3	$235K	Buy	2,619 +206	+9%	+$21.3K	0.01%	437
2022 Q2	$253K	Buy	2,413 +6	+0.2%	+$672	0.01%	428
2022 Q1	$274K	Sell	2,407 -215	-8%	-$23.1K	0.01%	439
2021 Q4	$302K	Buy	2,622 +239	+10%	+$27.6K	0.01%	435
2021 Q3	$261K	Sell	2,383 -363	-13%	-$40.1K	0.01%	445
2021 Q2	$303K	Hold	2,746	–	–	0.02%	390
2021 Q1	$294K	Buy	+2,746	New	+$262K	0.02%	366

Other funds holding J

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Mission Wealth Management's J Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Jacobs Solutions (J) in Q2 2026: 9,719 shares worth $1.22M. The stake represents 0.02% of the portfolio and ranks #422 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in J as recently as Q3 2022.

Mission Wealth Management first reported a position in J in Q1 2021 and has held it in 8 quarters since. 169 funds tracked by Wall St. Rank hold J as of Q2 2026.

Mission Wealth Management held 9,719 shares of Jacobs Solutions worth $1.22M as of Q2 2026.
Jacobs Solutions was a new Mission Wealth Management position in Q2 2026.
Jacobs Solutions made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #422 holding.
Mission Wealth Management first reported a position in Jacobs Solutions in Q1 2021 and has held it in 8 quarters since.
169 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.