Ninety One (UK)’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $357M | Sell |
2,835,514
-419,828
| -13% | -$51.6M | 0.8% | 37 |
|
|
2026
Q1 | $414M | Buy |
3,255,342
+99,029
| +3% | +$13.5M | 0.96% | 31 |
|
|
2025
Q4 | $418M | Buy |
3,156,313
+86,677
| +3% | +$12.7M | 0.9% | 36 |
|
|
2025
Q3 | $460M | Buy |
3,069,636
+520,417
| +20% | +$74.8M | 0.99% | 29 |
|
|
2025
Q2 | $335M | Buy |
2,549,219
+350,506
| +16% | +$43.2M | 0.79% | 35 |
|
|
2025
Q1 | $263M | Buy |
2,198,713
+190,740
| +9% | +$24.6M | 0.73% | 38 |
|
|
2024
Q4 | $266M | Buy |
2,007,973
+453,653
| +29% | +$62.4M | 0.71% | 39 |
|
|
2024
Q3 | $201M | Sell |
1,554,320
-353,446
| -19% | -$42.6M | 0.54% | 49 |
|
|
2024
Q2 | $220M | Sell |
1,907,766
-35,239
| -2% | -$4.13M | 0.61% | 42 |
|
|
2024
Q1 | $247M | Sell |
1,943,005
-528,167
| -21% | -$61.9M | 0.69% | 40 |
|
|
2023
Q4 | $265M | Buy |
2,471,172
+137,914
| +6% | +$15M | 0.79% | 39 |
|
|
2023
Q3 | $263M | Sell |
2,333,258
-69,853
| -3% | -$7.53M | 0.83% | 37 |
|
|
2023
Q2 | $236M | Buy |
2,403,111
+358,061
| +18% | +$34.1M | 0.69% | 45 |
|
|
2023
Q1 | $199M | Sell |
2,045,050
-233,074
| -10% | -$23.3M | 0.62% | 47 |
|
|
2022
Q4 | $226M | Sell |
2,278,124
-132,407
| -5% | -$13M | 0.73% | 43 |
|
|
2022
Q3 | $216M | Sell |
2,410,531
-386,096
| -14% | -$40M | 0.71% | 41 |
|
|
2022
Q2 | $294M | Sell |
2,796,627
-194,034
| -6% | -$21.7M | 0.87% | 33 |
|
|
2022
Q1 | $341M | Buy |
2,990,661
+374,952
| +14% | +$40.2M | 0.87% | 34 |
|
|
2021
Q4 | $301M | Buy |
2,615,709
+93,588
| +4% | +$10.8M | 0.72% | 46 |
|
|
2021
Q3 | $276M | Buy |
2,522,121
+609,677
| +32% | +$67.4M | 0.71% | 48 |
|
|
2021
Q2 | $211M | Buy |
1,912,444
+38,989
| +2% | +$4.41M | 0.55% | 59 |
|
|
2021
Q1 | $200M | Sell |
1,873,455
-83,600
| -4% | -$7.98M | 0.57% | 59 |
|
|
2020
Q4 | $176M | Sell |
1,957,055
-521,444
| -21% | -$44.2M | 0.54% | 54 |
|
|
2020
Q3 | $190M | Sell |
2,478,499
-42,271
| -2% | -$3.09M | 0.69% | 45 |
|
|
2020
Q2 | $177M | Buy |
2,520,770
+213,583
| +9% | +$14.4M | 0.63% | 48 |
|
|
2020
Q1 | $151M | Sell |
2,307,187
-120,572
| -5% | -$9.07M | 0.64% | 45 |
|
|
2019
Q4 | $180M | Buy |
2,427,759
+408,808
| +20% | +$30.9M | 0.6% | 53 |
|
|
2019
Q3 | $153M | Sell |
2,018,951
-43,733
| -2% | -$3.13M | 0.59% | 49 |
|
|
2019
Q2 | $144M | Buy |
2,062,684
+31,176
| +2% | +$2.01M | 0.55% | 53 |
|
|
2019
Q1 | $126M | Sell |
2,031,508
-44,562
| -2% | -$2.51M | 0.5% | 58 |
|
|
2018
Q4 | $100M | Buy |
2,076,070
+23,935
| +1% | +$1.37M | 0.43% | 67 |
|
|
2018
Q3 | $130M | Buy |
+2,052,135
| New | +$120M | 0.48% | 67 |
|
Other funds holding J
Ninety One (UK)'s J Position: Q2 2026 in Review
Ninety One (UK) reduced its Jacobs Solutions (J) stake by 13% in Q2 2026, selling an estimated $51.6M and leaving 2,835,514 shares worth $357M. The position accounts for 0.8% of the portfolio, ranked #37.
Ninety One (UK) first reported a position in J in Q3 2018 and has held it in 32 quarters since. The position peaked at $460M in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.
- Ninety One (UK) held 2,835,514 shares of Jacobs Solutions worth $357M as of Q2 2026.
- Ninety One (UK) sold 419,828 Jacobs Solutions shares in Q2 2026, an estimated $51.6M.
- Jacobs Solutions made up 0.8% of Ninety One (UK)'s portfolio in Q2 2026, its #37 holding.
- Ninety One (UK) first reported a position in Jacobs Solutions in Q3 2018 and has held it in 32 quarters since.
- Ninety One (UK)'s Jacobs Solutions position peaked at $460M in Q3 2025.
- 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.
Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.