Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Jacobs Solutions J Stock Holding History

Patrick M. Sweeney & Associates’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 		$424K Buy
3,137
+115
+4% +$16.1K 0.24% 101
2026
Q2 		$381K Buy
3,022
+240
+9% +$29.5K 0.22% 113
2026
Q1 		$354K Buy
2,782
+40
+1% +$5.44K 0.23% 112
2025
Q4 		$363K Buy
2,742
+60
+2% +$8.8K 0.23% 104
2025
Q3 		$402K Hold
2,682
– – 0.26% 92
2025
Q2 		$356K Sell
2,682
-27
-1% -$3.33K 0.24% 100
2025
Q1 		$324K Sell
2,709
-40
-1% -$5.15K 0.24% 101
2024
Q4 		$364K Buy
2,749
+11
+0.4% +$1.51K 0.27% 93
2024
Q3 		$355K Sell
2,738
-540
-16% -$65.1K 0.26% 103
2024
Q2 		$379K Hold
3,278
– – 0.31% 81
2024
Q1 		$417K Buy
3,278
+219
+7% +$25.7K 0.34% 77
2023
Q4 		$328K Buy
+3,059
New +$333K 0.3% 80

Other funds holding J

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Patrick M. Sweeney & Associates's J Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Jacobs Solutions (J) stake by 3.8% in Q3 2026, buying an estimated $16.1K and bringing the position to 3,137 shares worth $424K. The position accounts for 0.24% of the portfolio, ranked #101.

Patrick M. Sweeney & Associates first reported a position in J in Q4 2023 and has held it in 12 quarters since. 476 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Patrick M. Sweeney & Associates held 3,137 shares of Jacobs Solutions worth $424K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 115 Jacobs Solutions shares in Q3 2026, an estimated $16.1K.
  • Jacobs Solutions made up 0.24% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #101 holding.
  • Patrick M. Sweeney & Associates first reported a position in Jacobs Solutions in Q4 2023 and has held it in 12 quarters since.
  • 476 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.