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Nvest Wealth Strategies’s Jacobs Solutions J Stock Holding History

Nvest Wealth Strategies’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 		$4.41K Hold
35
– – ﹤0.01% 159
2026
Q1 		$4.46K Hold
35
– – ﹤0.01% 157
2025
Q4 		$4.64K Buy
+35
New +$5.13K ﹤0.01% 157

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Wealth Strategies's J Position: Q2 2026 in Review

Nvest Wealth Strategies held its Jacobs Solutions (J) position steady in Q2 2026 at 35 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Nvest Wealth Strategies first reported a position in J in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.64K in Q4 2025. 469 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Nvest Wealth Strategies held 35 shares of Jacobs Solutions worth $4.41K as of Q2 2026.
  • Nvest Wealth Strategies left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #159 holding.
  • Nvest Wealth Strategies first reported a position in Jacobs Solutions in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Jacobs Solutions position peaked at $4.64K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.