MWM
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Modera Wealth Management’s Jacobs Solutions J Stock Holding History

Modera 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 		$4.72M Sell
37,490
-496
-1% -$61K 0.05% 188
2026
Q1 		$4.83M Sell
37,986
-1,438
-4% -$196K 0.06% 182
2025
Q4 		$5.22M Sell
39,424
-284
-0.7% -$41.7K 0.06% 180
2025
Q3 		$5.95M Buy
39,708
+556
+1% +$79.9K 0.07% 172
2025
Q2 		$5.15M Sell
39,152
-989
-2% -$122K 0.06% 177
2025
Q1 		$4.8M Sell
40,141
-531
-1% -$68.4K 0.07% 184
2024
Q4 		$5.38M Sell
40,672
-276
-0.7% -$38K 0.07% 173
2024
Q3 		$5.31M Sell
40,948
-8,438
-17% -$1.02M 0.07% 157
2024
Q2 		$5.71M Sell
49,386
-1,851
-4% -$217K 0.08% 143
2024
Q1 		$6.52M Sell
51,237
-2,179
-4% -$255K 0.1% 136
2023
Q4 		$5.73M Sell
53,416
-1,857
-3% -$202K 0.09% 143
2023
Q3 		$6.24M Sell
55,273
-3,325
-6% -$358K 0.12% 126
2023
Q2 		$5.76M Buy
+58,598
New +$5.59M 0.1% 136

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

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

Modera Wealth Management reduced its Jacobs Solutions (J) stake by 1.3% in Q2 2026, selling an estimated $61K and leaving 37,490 shares worth $4.72M. The position accounts for 0.05% of the portfolio, ranked #188.

Modera Wealth Management first reported a position in J in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.52M in Q1 2024. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Modera Wealth Management held 37,490 shares of Jacobs Solutions worth $4.72M as of Q2 2026.
  • Modera Wealth Management sold 496 Jacobs Solutions shares in Q2 2026, an estimated $61K.
  • Jacobs Solutions made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Modera Wealth Management first reported a position in Jacobs Solutions in Q2 2023 and has held it in 13 quarters since.
  • Modera Wealth Management's Jacobs Solutions position peaked at $6.52M in Q1 2024.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.