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

Modern 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 		$229K Buy
+1,817
New +$224K ﹤0.01% 985

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

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

Modern Wealth Management opened a new position in Jacobs Solutions (J) in Q2 2026: 1,817 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

868 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Modern Wealth Management held 1,817 shares of Jacobs Solutions worth $229K as of Q2 2026.
  • Jacobs Solutions was a new Modern Wealth Management position in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #985 holding.
  • 868 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

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