Pettee Investors’s Jacobs Solutions J Stock Holding History

Pettee Investors’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	$1.09M	Hold	8,620	–	–	0.53%	56
2026 Q1	$1.12M	Hold	8,620	–	–	0.57%	50
2025 Q4	$1.14M	Sell	8,620 -215	-2%	-$31.5K	0.64%	47
2025 Q3	$1.32M	Hold	8,835	–	–	0.73%	43
2025 Q2	$1.16M	Sell	8,835 -88	-1%	-$10.8K	0.69%	44
2025 Q1	$1.07M	Hold	8,923	–	–	0.64%	50
2024 Q4	$1.18M	Hold	8,923	–	–	0.6%	52
2024 Q3	$1.16M	Sell	8,923 -1,758	-16%	-$212K	0.56%	57
2024 Q2	$1.23M	Buy	10,681 +2,539	+31%	+$298K	0.6%	60
2024 Q1	$1.04M	Hold	8,142	–	–	0.44%	67
2023 Q4	$874K	Hold	8,142	–	–	0.39%	71
2023 Q3	$919K	Sell	8,142 -260	-3%	-$28K	0.44%	66
2023 Q2	$826K	Buy	8,402 +211	+3%	+$20.1K	0.37%	74
2023 Q1	$796K	Buy	8,191 +871	+12%	+$86.9K	0.38%	74
2022 Q4	$727K	Sell	7,320 -6,045	-45%	-$594K	0.36%	76
2022 Q3	$1.2M	Hold	13,365	–	–	0.64%	52
2022 Q2	$1.41M	Hold	13,365	–	–	0.7%	47
2022 Q1	$1.52M	Buy	13,365 +4,038	+43%	+$433K	0.67%	51
2021 Q4	$1.07M	Hold	9,327	–	–	0.45%	69
2021 Q3	$1.02M	Buy	9,327 +7,387	+381%	+$817K	0.48%	67
2021 Q2	$214K	Hold	1,940	–	–	0.1%	122
2021 Q1	$207K	Buy	+1,940	New	+$185K	0.1%	123

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

Pettee Investors's J Position: Q2 2026 in Review

Pettee Investors held its Jacobs Solutions (J) position steady in Q2 2026 at 8,620 shares worth $1.09M. The position accounts for 0.53% of the portfolio, ranked #56.

Pettee Investors first reported a position in J in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.52M in Q1 2022. 874 funds tracked by Wall St. Rank hold J as of Q2 2026.

Pettee Investors held 8,620 shares of Jacobs Solutions worth $1.09M as of Q2 2026.
Pettee Investors left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.53% of Pettee Investors's portfolio in Q2 2026, its #56 holding.
Pettee Investors first reported a position in Jacobs Solutions in Q1 2021 and has held it in 22 quarters since.
Pettee Investors's Jacobs Solutions position peaked at $1.52M in Q1 2022.
874 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.