NewEdge Wealth’s Jacobs Solutions J Stock Holding History

NewEdge 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 Q1	$529K	Buy	4,153 +2,039	+96%	+$277K	0.01%	797
2025 Q4	$280K	Buy	2,114 +741	+54%	+$109K	﹤0.01%	1047
2025 Q3	$214K	Buy	+1,373	New	+$197K	﹤0.01%	970
2025 Q1	–	Sell	-1,773	Closed	-$235K	–	968
2024 Q4	$235K	Buy	+1,773	New	+$244K	﹤0.01%	841

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

NewEdge Wealth's J Position: Q1 2026 in Review

NewEdge Wealth increased its Jacobs Solutions (J) stake by 96% in Q1 2026, buying an estimated $277K and bringing the position to 4,153 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #797.

NewEdge Wealth first reported a position in J in Q4 2024 and has held it in 4 quarters since. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

NewEdge Wealth held 4,153 shares of Jacobs Solutions worth $529K as of Q1 2026.
NewEdge Wealth bought 2,039 Jacobs Solutions shares in Q1 2026, an estimated $277K.
Jacobs Solutions made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #797 holding.
NewEdge Wealth first reported a position in Jacobs Solutions in Q4 2024 and has held it in 4 quarters since.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.