NewSquare Capital’s Jacobs Solutions J Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-33	Closed	-$4.34K	–	710
2025 Q2	$4.34K	Buy	33 +21	+175%	+$2.59K	﹤0.01%	839
2025 Q1	$1.45K	Buy	12 +9	+300%	+$1.16K	﹤0.01%	883
2024 Q4	$401	Buy	+3	New	+$413	﹤0.01%	749
2016 Q4	–	Sell	-538	Closed	-$23K	–	389
2016 Q3	$23K	Hold	538	–	–	0.01%	198
2016 Q2	$22K	Hold	538	–	–	0.01%	207
2016 Q1	$19K	Hold	538	–	–	0.01%	231
2015 Q4	$19K	Hold	538	–	–	0.01%	206
2015 Q3	$17K	Hold	538	–	–	0.01%	202
2015 Q2	$18K	Hold	538	–	–	0.01%	216
2015 Q1	$20K	Hold	538	–	–	0.01%	199
2014 Q4	$20K	Hold	538	–	–	0.01%	210
2014 Q3	$22K	Hold	538	–	–	0.01%	209
2014 Q2	$24K	Hold	538	–	–	0.01%	186
2014 Q1	$28K	Hold	538	–	–	0.01%	163
2013 Q4	$28K	Hold	538	–	–	0.01%	145
2013 Q3	$26K	Buy	+538	New	+$26.2K	0.01%	139

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

NewSquare Capital's J Position: Q3 2025 in Review

NewSquare Capital sold out of Jacobs Solutions (J) in Q3 2025, closing a stake of 33 shares — an estimated $4.34K sold.

NewSquare Capital first reported a position in J in Q3 2013 and held it in 16 quarters. The position peaked at $28K in Q1 2014. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.

NewSquare Capital reported no remaining Jacobs Solutions position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 33 Jacobs Solutions shares in Q3 2025, an estimated $4.34K.
NewSquare Capital first reported a position in Jacobs Solutions in Q3 2013 and held it in 16 quarters.
NewSquare Capital's Jacobs Solutions position peaked at $28K in Q1 2014.
875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.