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 Q2	$428K	Sell	3,401 -752	-18%	-$92.5K	﹤0.01%	905
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 $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

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

NewEdge Wealth's J Position: Q2 2026 in Review

NewEdge Wealth reduced its Jacobs Solutions (J) stake by 18% in Q2 2026, selling an estimated $92.5K and leaving 3,401 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

NewEdge Wealth first reported a position in J in Q4 2024 and has held it in 5 quarters since. The position peaked at $529K in Q1 2026. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

NewEdge Wealth held 3,401 shares of Jacobs Solutions worth $428K as of Q2 2026.
NewEdge Wealth sold 752 Jacobs Solutions shares in Q2 2026, an estimated $92.5K.
Jacobs Solutions made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #905 holding.
NewEdge Wealth first reported a position in Jacobs Solutions in Q4 2024 and has held it in 5 quarters since.
NewEdge Wealth's Jacobs Solutions position peaked at $529K in Q1 2026.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.