Pasadena Private Wealth’s Jacobs Solutions J Stock Holding History

Pasadena Private Wealth’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	$560K	Hold	4,447	–	–	0.07%	135
2026 Q1	$566K	Hold	4,447	–	–	0.08%	122
2025 Q4	$589K	Hold	4,447	–	–	0.08%	111
2025 Q3	$666K	Hold	4,447	–	–	0.1%	95
2025 Q2	$585K	Sell	4,447 -650	-13%	-$80.1K	0.1%	96
2025 Q1	$610K	Hold	5,097	–	–	0.12%	86
2024 Q4	$674K	Hold	5,097	–	–	0.14%	77
2024 Q3	$661K	Sell	5,097 -1,005	-16%	-$121K	0.14%	75
2024 Q2	$705K	Sell	6,102 -9	-0.1%	-$1.06K	0.16%	63
2024 Q1	$777K	Hold	6,111	–	–	0.18%	59
2023 Q4	$656K	Buy	6,111 +9	+0.1%	+$980	0.16%	65
2023 Q3	$689K	Sell	6,102 -725	-11%	-$78.1K	0.21%	42
2023 Q2	$671K	Hold	6,827	–	–	0.19%	42
2023 Q1	$664K	Hold	6,827	–	–	0.19%	42
2022 Q4	$678K	Hold	6,827	–	–	0.21%	39
2022 Q3	$613K	Hold	6,827	–	–	0.22%	38
2022 Q2	$718K	Hold	6,827	–	–	0.25%	36
2022 Q1	$778K	Sell	6,827 -707	-9%	-$75.9K	0.25%	36
2021 Q4	$868K	Hold	7,534	–	–	0.28%	38
2021 Q3	$826K	Hold	7,534	–	–	0.29%	33
2021 Q2	$831K	Hold	7,534	–	–	0.28%	37
2021 Q1	$806K	Hold	7,534	–	–	0.29%	32
2020 Q4	$679K	Sell	7,534 -203	-3%	-$17.2K	0.26%	36
2020 Q3	$594K	Hold	7,737	–	–	0.23%	36
2020 Q2	$543K	Hold	7,737	–	–	0.21%	39
2020 Q1	$518K	Sell	7,737 -726	-9%	-$54.6K	0.21%	40
2019 Q4	$629K	Hold	8,463	–	–	0.28%	32
2019 Q3	$641K	Hold	8,463	–	–	0.3%	26
2019 Q2	$591K	Sell	8,463 -804	-9%	-$51.9K	0.28%	27
2019 Q1	$576K	Hold	9,267	–	–	0.62%	16
2018 Q4	$448K	Buy	+9,267	New	+$530K	0.6%	17

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pasadena Private Wealth's J Position: Q2 2026 in Review

Pasadena Private Wealth held its Jacobs Solutions (J) position steady in Q2 2026 at 4,447 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #135.

Pasadena Private Wealth first reported a position in J in Q4 2018 and has held it in 31 quarters since. The position peaked at $868K in Q4 2021. 868 funds tracked by Wall St. Rank hold J as of Q2 2026.

Pasadena Private Wealth held 4,447 shares of Jacobs Solutions worth $560K as of Q2 2026.
Pasadena Private Wealth left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.07% of Pasadena Private Wealth's portfolio in Q2 2026, its #135 holding.
Pasadena Private Wealth first reported a position in Jacobs Solutions in Q4 2018 and has held it in 31 quarters since.
Pasadena Private Wealth's Jacobs Solutions position peaked at $868K in Q4 2021.
868 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.