NO
J icon

Ninety One’s Jacobs Solutions J Stock Holding History

Ninety One’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 		$14.2M Buy
114,386
+6,596
+6% +$811K 0.77% 21
2026
Q1 		$13.6M Buy
107,790
+5,383
+5% +$732K 0.59% 21
2025
Q4 		$13.6M Hold
102,407
– – 0.59% 25
2025
Q3 		$15.3M Buy
102,407
+48,537
+90% +$6.97M 0.69% 23
2025
Q2 		$7.08M Buy
53,870
+13,325
+33% +$1.64M 1.16% 26
2025
Q1 		$4.85M Buy
40,545
+4,383
+12% +$564K 0.9% 33
2024
Q4 		$4.78M Buy
36,162
+15,997
+79% +$2.2M 1.06% 28
2024
Q3 		$2.61M Sell
20,165
-26,348
-57% -$3.18M 0.57% 42
2024
Q2 		$5.39M Sell
46,513
-3,494
-7% -$410K 0.84% 40
2024
Q1 		$6.37M Buy
50,007
+1,090
+2% +$128K 0.92% 35
2023
Q4 		$5.25M Buy
+48,917
New +$5.33M 0.8% 36
2022
Q4 		– Sell
-4,554
Closed -$416K – 78
2022
Q3 		$416K Sell
4,554
-19,164
-81% -$1.99M 0.16% 62
2022
Q2 		$2.46M Buy
23,718
+1,688
+8% +$189K 0.87% 34
2022
Q1 		$2.54M Buy
22,030
+710
+3% +$76.2K 0.71% 36
2021
Q4 		$2.45M Buy
21,320
+2,024
+10% +$234K 0.72% 39
2021
Q3 		$2.15M Sell
19,296
-74
-0.4% -$8.18K 0.84% 30
2021
Q2 		$2.12M Sell
19,370
-1,890
-9% -$214K 0.78% 35
2021
Q1 		$2.25M Buy
21,260
+481
+2% +$45.9K 0.85% 26
2020
Q4 		$1.85M Sell
20,779
-20,301
-49% -$1.72M 0.73% 33
2020
Q3 		$3.2M Buy
41,080
+486
+1% +$35.5K 1.62% 12
2020
Q2 		$2.85M Buy
40,594
+15,125
+59% +$1.02M 1.36% 16
2020
Q1 		$1.64M Buy
25,469
+1,177
+5% +$88.5K 0.8% 28
2019
Q4 		$1.84M Hold
24,292
– – 1.04% 29
2019
Q3 		$1.84M Sell
24,292
-639
-3% -$45.7K 1.04% 29
2019
Q2 		$1.73M Buy
24,931
+2,743
+12% +$177K 0.97% 32
2019
Q1 		$1.38M Buy
22,188
+576
+3% +$32.4K 0.73% 43
2018
Q4 		$1.04M Sell
21,612
-21,045
-49% -$1.2M 0.61% 53
2018
Q3 		$2.71M Buy
+42,657
New +$2.5M 0.44% 56

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 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

Ninety One's J Position: Q2 2026 in Review

Ninety One increased its Jacobs Solutions (J) stake by 6.1% in Q2 2026, buying an estimated $811K and bringing the position to 114,386 shares worth $14.2M. The position accounts for 0.77% of the portfolio, ranked #21.

Ninety One first reported a position in J in Q3 2018 and has held it in 28 quarters since. The position peaked at $15.3M in Q3 2025. 333 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Ninety One held 114,386 shares of Jacobs Solutions worth $14.2M as of Q2 2026.
  • Ninety One bought 6,596 Jacobs Solutions shares in Q2 2026, an estimated $811K.
  • Jacobs Solutions made up 0.77% of Ninety One's portfolio in Q2 2026, its #21 holding.
  • Ninety One first reported a position in Jacobs Solutions in Q3 2018 and has held it in 28 quarters since.
  • Ninety One's Jacobs Solutions position peaked at $15.3M in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.