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Pension & Wealth Management Advisors’s Jacobs Solutions J Stock Holding History

Pension & Wealth Management Advisors’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 		$73.6K Sell
584
-1,095
-65% -$135K 0.02% 276
2026
Q1 		$214K Sell
1,679
-321
-16% -$43.6K 0.06% 163
2025
Q4 		$265K Buy
+2,000
New +$293K 0.08% 151

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Pension & Wealth Management Advisors's J Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Jacobs Solutions (J) stake by 65% in Q2 2026, selling an estimated $135K and leaving 584 shares worth $73.6K. The position accounts for 0.02% of the portfolio, ranked #276.

Pension & Wealth Management Advisors first reported a position in J in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 822 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Pension & Wealth Management Advisors held 584 shares of Jacobs Solutions worth $73.6K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 1,095 Jacobs Solutions shares in Q2 2026, an estimated $135K.
  • Jacobs Solutions made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #276 holding.
  • Pension & Wealth Management Advisors first reported a position in Jacobs Solutions in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's Jacobs Solutions position peaked at $265K in Q4 2025.
  • 822 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.