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North Growth Management’s Jacobs Solutions J Stock Holding History

North Growth Management’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 		$10.3M Buy
82,000
+1,000
+1% +$123K 1.32% 31
2026
Q1 		$10.3M Sell
81,000
-14,000
-15% -$1.9M 1.58% 27
2025
Q4 		$12.6M Buy
95,000
+10,000
+12% +$1.47M 1.97% 19
2025
Q3 		$12.7M Sell
85,000
-7,000
-8% -$1.01M 2.21% 15
2025
Q2 		$12.1M Sell
92,000
-920
-1% -$113K 2.26% 14
2025
Q1 		$11.1M Buy
92,920
+1,010
+1% +$130K 2.34% 17
2024
Q4 		$12.2M Sell
91,910
-2,020
-2% -$278K 2.31% 16
2024
Q3 		$12.2M Sell
93,930
-18,504
-16% -$2.23M 2.27% 19
2024
Q2 		$12.9M Buy
112,434
+1,209
+1% +$142K 2.56% 12
2024
Q1 		$14.2M Sell
111,225
-1,209
-1% -$142K 2.71% 11
2023
Q4 		$12.1M Hold
112,434
– – 2.58% 12
2023
Q3 		$12.7M Sell
112,434
-2,418
-2% -$261K 2.82% 8
2023
Q2 		$11.3M Hold
114,852
– – 2.32% 16
2023
Q1 		$11.2M Sell
114,852
-2,418
-2% -$241K 2.38% 16
2022
Q4 		$11.6M Hold
117,270
– – 2.64% 13
2022
Q3 		$10.5M Hold
117,270
– – 2.62% 14
2022
Q2 		$12.3M Hold
117,270
– – 2.86% 14
2022
Q1 		$13.4M Buy
117,270
+1,209
+1% +$130K 2.47% 15
2021
Q4 		$13.4M Hold
116,061
– – 2.23% 18
2021
Q3 		$12.8M Hold
116,061
– – 2.25% 17
2021
Q2 		$12.8M Buy
116,061
+10,881
+10% +$1.23M 2.08% 19
2021
Q1 		$11.3M Hold
105,180
– – 1.99% 21
2020
Q4 		$9.49M Sell
105,180
-8,463
-7% -$717K 1.94% 26
2020
Q3 		$8.69M Hold
113,643
– – 1.91% 29
2020
Q2 		$7.94M Sell
113,643
-2,418
-2% -$163K 1.9% 26
2020
Q1 		$7.65M Buy
116,061
+16,925
+17% +$1.27M 2.15% 25
2019
Q4 		$7.39M Hold
99,136
– – 1.66% 32
2019
Q3 		$7.53M Buy
99,136
+62,867
+173% +$4.5M 1.82% 28
2019
Q2 		$2.56M Buy
+36,269
New +$2.34M 0.64% 44

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

North Growth Management's J Position: Q2 2026 in Review

North Growth Management increased its Jacobs Solutions (J) stake by 1.2% in Q2 2026, buying an estimated $123K and bringing the position to 82,000 shares worth $10.3M. The position accounts for 1.32% of the portfolio, ranked #31.

North Growth Management first reported a position in J in Q2 2019 and has held it in 29 quarters since. The position peaked at $14.2M in Q1 2024. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • North Growth Management held 82,000 shares of Jacobs Solutions worth $10.3M as of Q2 2026.
  • North Growth Management bought 1,000 Jacobs Solutions shares in Q2 2026, an estimated $123K.
  • Jacobs Solutions made up 1.32% of North Growth Management's portfolio in Q2 2026, its #31 holding.
  • North Growth Management first reported a position in Jacobs Solutions in Q2 2019 and has held it in 29 quarters since.
  • North Growth Management's Jacobs Solutions position peaked at $14.2M in Q1 2024.
  • 871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on North Growth Management's 13F filing for Q2 2026, filed 22 Jul 2026.