Orion Portfolio Solutions’s Jacobs Solutions J Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.29M	Sell	10,790 -326	-3%	-$42K	0.01%	940
2024 Q4	$1.47M	Buy	11,116 +84	+0.8%	+$11.6K	0.01%	850
2024 Q3	$1.43M	Buy	+11,032	New	+$1.33M	0.01%	857
2024 Q2	–	Sell	-4,965	Closed	-$631K	–	1757
2024 Q1	$631K	Sell	4,965 -477	-9%	-$55.9K	0.01%	1180
2023 Q4	$579K	Sell	5,442 -10,064	-65%	-$1.1M	0.01%	1152
2023 Q3	$1.75M	Sell	15,506 -398	-3%	-$42.9K	0.02%	679
2023 Q2	$1.56M	Sell	15,904 -1,541	-9%	-$147K	0.02%	761
2023 Q1	$1.7M	Buy	+17,445	New	+$1.74M	0.02%	660
2020 Q3	–	Sell	-589	Closed	-$41K	–	1263
2020 Q2	$41K	Buy	589 +99	+20%	+$6.67K	﹤0.01%	754
2020 Q1	$32K	Buy	490 +370	+308%	+$27.8K	﹤0.01%	701
2019 Q4	$9K	Buy	+120	New	+$9.08K	﹤0.01%	1042

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's J Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Jacobs Solutions (J) stake by 2.9% in Q1 2025, selling an estimated $42K and leaving 10,790 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #940.

Orion Portfolio Solutions first reported a position in J in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.75M in Q3 2023. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

Orion Portfolio Solutions held 10,790 shares of Jacobs Solutions worth $1.29M as of Q1 2025.
Orion Portfolio Solutions sold 326 Jacobs Solutions shares in Q1 2025, an estimated $42K.
Jacobs Solutions made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #940 holding.
Orion Portfolio Solutions first reported a position in Jacobs Solutions in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Jacobs Solutions position peaked at $1.75M in Q3 2023.
831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.