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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mount Yale Investment Advisors's J Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Jacobs Solutions (J) in Q1 2026: 4,202 shares worth $535K. The stake represents 0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in J as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in J in Q1 2018 and has held it in 14 quarters since. 915 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Mount Yale Investment Advisors held 4,202 shares of Jacobs Solutions worth $535K as of Q1 2026.
  • Jacobs Solutions was a new Mount Yale Investment Advisors position in Q1 2026.
  • Jacobs Solutions made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #696 holding.
  • Mount Yale Investment Advisors first reported a position in Jacobs Solutions in Q1 2018 and has held it in 14 quarters since.
  • 915 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.