Perigon Wealth Management’s Jacobs Solutions J Stock Holding History

Perigon Wealth 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 Q1	$879K	Sell	6,903 -2,725	-28%	-$370K	0.02%	575
2025 Q4	$1.28M	Buy	9,628 +2,886	+43%	+$423K	0.02%	473
2025 Q3	$1.01M	Buy	6,742 +1,511	+29%	+$217K	0.02%	502
2025 Q2	$688K	Buy	5,231 +189	+4%	+$23.3K	0.02%	587
2025 Q1	$604K	Buy	5,042 +640	+15%	+$82.4K	0.02%	586
2024 Q4	$603K	Buy	4,402 +1,892	+75%	+$260K	0.01%	581
2024 Q3	$325K	Sell	2,510 -411	-14%	-$49.5K	0.01%	756
2024 Q2	$337K	Sell	2,921 -222	-7%	-$26K	0.01%	647
2024 Q1	$400K	Buy	3,143 +437	+16%	+$51.2K	0.01%	592
2023 Q4	$290K	Buy	2,706 +201	+8%	+$21.9K	0.01%	667
2023 Q3	$283K	Buy	+2,505	New	+$270K	0.01%	607
2022 Q1	–	Sell	-1,826	Closed	-$210K	–	635
2021 Q4	$210K	Hold	1,826	–	–	0.02%	548
2021 Q3	$200K	Sell	1,826 -120	-6%	-$13.3K	0.02%	515
2021 Q2	$215K	Buy	+1,946	New	+$220K	0.02%	483

Other funds holding J

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Perigon Wealth Management's J Position: Q1 2026 in Review

Perigon Wealth Management reduced its Jacobs Solutions (J) stake by 28% in Q1 2026, selling an estimated $370K and leaving 6,903 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #575.

Perigon Wealth Management first reported a position in J in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Perigon Wealth Management held 6,903 shares of Jacobs Solutions worth $879K as of Q1 2026.
Perigon Wealth Management sold 2,725 Jacobs Solutions shares in Q1 2026, an estimated $370K.
Jacobs Solutions made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #575 holding.
Perigon Wealth Management first reported a position in Jacobs Solutions in Q2 2021 and has held it in 14 quarters since.
Perigon Wealth Management's Jacobs Solutions position peaked at $1.28M in Q4 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.