MOR Wealth Management’s Jacobs Solutions J Stock Holding History

MOR 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 Q1	–	Sell	-2,926	Closed	-$388K	–	110
2025 Q4	$388K	Buy	+2,926	New	+$429K	0.18%	63

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MOR Wealth Management's J Position: Q1 2026 in Review

MOR Wealth Management sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 2,926 shares — an estimated $388K sold.

MOR Wealth Management first reported a position in J in Q4 2025 and held it in 1 quarter. The position peaked at $388K in Q4 2025. 915 funds tracked by Wall St. Rank hold J as of Q1 2026.

MOR Wealth Management reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
MOR Wealth Management sold 2,926 Jacobs Solutions shares in Q1 2026, an estimated $388K.
MOR Wealth Management first reported a position in Jacobs Solutions in Q4 2025 and held it in 1 quarter.
MOR Wealth Management's Jacobs Solutions position peaked at $388K in Q4 2025.
915 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on MOR Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.