Moisand Fitzgerald Tamayo’s Jacobs Solutions J Stock Holding History

Moisand Fitzgerald Tamayo’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	$42.3K	Hold	336	–	–	﹤0.01%	226
2026 Q1	$42.8K	Hold	336	–	–	﹤0.01%	212
2025 Q4	$44.5K	Hold	336	–	–	0.01%	210
2025 Q3	$50.4K	Hold	336	–	–	0.01%	198
2025 Q2	$44.2K	Buy	+336	New	+$41.4K	0.01%	209
2022 Q3	–	Sell	-11	Closed	-$1K	–	783
2022 Q2	$1K	Buy	+11	New	+$1.23K	﹤0.01%	517
2019 Q1	–	Sell	-889	Closed	-$43K	–	284
2018 Q4	$43K	Hold	889	–	–	0.03%	119
2018 Q3	$56K	Hold	889	–	–	0.03%	121
2018 Q2	$47K	Hold	889	–	–	0.03%	120
2018 Q1	$43K	Hold	889	–	–	0.03%	128
2017 Q4	$48K	Hold	889	–	–	0.03%	109
2017 Q3	$43K	Buy	+889	New	+$39.7K	0.03%	118

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

Moisand Fitzgerald Tamayo's J Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Jacobs Solutions (J) position steady in Q2 2026 at 336 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Moisand Fitzgerald Tamayo first reported a position in J in Q3 2017 and has held it in 12 quarters since. The position peaked at $56K in Q3 2018. 163 funds tracked by Wall St. Rank hold J as of Q2 2026.

Moisand Fitzgerald Tamayo held 336 shares of Jacobs Solutions worth $42.3K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #226 holding.
Moisand Fitzgerald Tamayo first reported a position in Jacobs Solutions in Q3 2017 and has held it in 12 quarters since.
Moisand Fitzgerald Tamayo's Jacobs Solutions position peaked at $56K in Q3 2018.
163 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.