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Moneta Group Investment Advisors’s Jacobs Solutions J Stock Holding History

Moneta Group Investment 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
2025
Q2 		– Sell
-1,694
Closed -$203K – 717
2025
Q1 		$203K Buy
+1,694
New +$218K ﹤0.01% 634
2014
Q1 		– Sell
-6,426
Closed -$335K – 124
2013
Q4 		$335K Buy
6,426
+2,086
+48% +$103K 0.2% 84
2013
Q3 		$209K Sell
4,340
-574
-12% -$27.9K 0.14% 111
2013
Q2 		$224K Buy
+4,914
New +$218K 0.16% 100

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Moneta Group Investment Advisors's J Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 1,694 shares — an estimated $203K sold.

Moneta Group Investment Advisors first reported a position in J in Q2 2013 and held it in 4 quarters. The position peaked at $335K in Q4 2013. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,694 Jacobs Solutions shares in Q2 2025, an estimated $203K.
  • Moneta Group Investment Advisors first reported a position in Jacobs Solutions in Q2 2013 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Jacobs Solutions position peaked at $335K in Q4 2013.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.