Mount Yale Investment Advisors’s Jacobs Solutions J Stock Holding History

Mount Yale 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
2026 Q2	$531K	Buy	4,215 +13	+0.3%	+$1.6K	0.01%	764
2026 Q1	$535K	Buy	+4,202	New	+$571K	0.01%	696
2025 Q4	–	Sell	-1,621	Closed	-$243K	–	766
2025 Q3	$243K	Sell	1,621 -2,194	-58%	-$315K	0.02%	571
2025 Q2	$502K	Buy	3,815 +7	+0.2%	+$863	0.04%	342
2025 Q1	$456K	Sell	3,808 -41	-1%	-$5.28K	0.04%	345
2024 Q4	$509K	Buy	3,849 +24	+0.6%	+$3.3K	0.04%	338
2024 Q3	$496K	Sell	3,825 -422	-10%	-$50.9K	0.05%	346
2024 Q2	$491K	Buy	4,247 +424	+11%	+$49.7K	0.04%	347
2024 Q1	$486K	Buy	3,823 +655	+21%	+$76.8K	0.04%	353
2023 Q4	$340K	Buy	+3,168	New	+$345K	0.03%	390
2019 Q2	–	Sell	-5,199	Closed	-$323K	–	330
2019 Q1	$323K	Hold	5,199	–	–	0.06%	241
2018 Q4	$283K	Hold	5,199	–	–	0.06%	265
2018 Q3	$348K	Sell	5,199 -71	-1%	-$4.17K	0.06%	233
2018 Q2	$277K	Hold	5,270	–	–	0.05%	262
2018 Q1	$258K	Buy	+5,270	New	+$279K	0.06%	260

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Mount Yale Investment Advisors's J Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Jacobs Solutions (J) stake by 0.31% in Q2 2026, buying an estimated $1.6K and bringing the position to 4,215 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #764.

Mount Yale Investment Advisors first reported a position in J in Q1 2018 and has held it in 15 quarters since. The position peaked at $535K in Q1 2026. 877 funds tracked by Wall St. Rank hold J as of Q2 2026.

Mount Yale Investment Advisors held 4,215 shares of Jacobs Solutions worth $531K as of Q2 2026.
Mount Yale Investment Advisors bought 13 Jacobs Solutions shares in Q2 2026, an estimated $1.6K.
Jacobs Solutions made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #764 holding.
Mount Yale Investment Advisors first reported a position in Jacobs Solutions in Q1 2018 and has held it in 15 quarters since.
Mount Yale Investment Advisors's Jacobs Solutions position peaked at $535K in Q1 2026.
877 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.