Occidental Asset Management’s Jacobs Solutions J Stock Holding History

Occidental Asset 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 Q3	$5.03M	Buy	37,148 +2,234	+6%	+$312K	0.43%	61
2026 Q2	$4.4M	Buy	34,914 +2,490	+8%	+$306K	0.44%	61
2026 Q1	$4.13M	Buy	32,424 +1,686	+5%	+$229K	0.49%	60
2025 Q4	$4.07M	Buy	30,738 +1,419	+5%	+$208K	0.49%	64
2025 Q3	$4.39M	Buy	29,319 +862	+3%	+$124K	0.55%	55
2025 Q2	$3.74M	Buy	28,457 +723	+3%	+$89.1K	0.52%	60
2025 Q1	$3.32M	Buy	27,734 +2,439	+10%	+$314K	0.5%	61
2024 Q4	$3.35M	Buy	25,295 +2,645	+12%	+$364K	0.52%	60
2024 Q3	$2.94M	Sell	22,650 -2,506	-10%	-$302K	0.47%	60
2024 Q2	$2.91M	Buy	25,156 +1,615	+7%	+$189K	0.51%	56
2024 Q1	$2.99M	Buy	23,541 +3,560	+18%	+$417K	0.56%	53
2023 Q4	$2.15M	Buy	19,981 +1,995	+11%	+$217K	0.44%	70
2023 Q3	$2.03M	Buy	17,986 +832	+5%	+$89.6K	0.47%	59
2023 Q2	$1.69M	Buy	+17,154	New	+$1.64M	0.38%	73

Other funds holding J

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Occidental Asset Management's J Position: Q3 2026 in Review

Occidental Asset Management increased its Jacobs Solutions (J) stake by 6.4% in Q3 2026, buying an estimated $312K and bringing the position to 37,148 shares worth $5.03M. The position accounts for 0.43% of the portfolio, ranked #61.

Occidental Asset Management first reported a position in J in Q2 2023 and has held it in 14 quarters since. 540 funds tracked by Wall St. Rank hold J as of Q3 2026.

Occidental Asset Management held 37,148 shares of Jacobs Solutions worth $5.03M as of Q3 2026.
Occidental Asset Management bought 2,234 Jacobs Solutions shares in Q3 2026, an estimated $312K.
Jacobs Solutions made up 0.43% of Occidental Asset Management's portfolio in Q3 2026, its #61 holding.
Occidental Asset Management first reported a position in Jacobs Solutions in Q2 2023 and has held it in 14 quarters since.
540 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.