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Morton Brown Family Wealth’s Jacobs Solutions J Stock Holding History

Morton Brown Family Wealth’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 		$9.09K Hold
72
– – ﹤0.01% 203
2026
Q1 		$9.15K Hold
72
– – ﹤0.01% 199
2025
Q4 		$9.5K Hold
72
– – ﹤0.01% 199
2025
Q3 		$10.7K Buy
72
+1
+1% +$144 ﹤0.01% 182
2025
Q2 		$9.38K Sell
71
-1
-1% -$123 ﹤0.01% 195
2025
Q1 		$8.61K Hold
72
– – ﹤0.01% 203
2024
Q4 		$9.49K Buy
+72
New +$9.91K ﹤0.01% 177

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's J Position: Q2 2026 in Review

Morton Brown Family Wealth held its Jacobs Solutions (J) position steady in Q2 2026 at 72 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Morton Brown Family Wealth first reported a position in J in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7K in Q3 2025. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Morton Brown Family Wealth held 72 shares of Jacobs Solutions worth $9.09K as of Q2 2026.
  • Morton Brown Family Wealth left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #203 holding.
  • Morton Brown Family Wealth first reported a position in Jacobs Solutions in Q4 2024 and has held it in 7 quarters since.
  • Morton Brown Family Wealth's Jacobs Solutions position peaked at $10.7K in Q3 2025.
  • 879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.