Ninety One (UK)’s Jacobs Solutions J Stock Holding History

Ninety One (UK)’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	$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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

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. 128 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.
128 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.