Physician Wealth Advisors’s Jacobs Solutions J Stock Holding History

Physician Wealth 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	$882	Sell	7 -4	-36%	-$492	﹤0.01%	1885
2026 Q1	$1.4K	Buy	11 +4	+57%	+$544	﹤0.01%	1505
2025 Q4	$928	Sell	7 -4	-36%	-$587	﹤0.01%	1663
2025 Q3	$1.65K	Buy	11 +4	+57%	+$575	﹤0.01%	1315
2025 Q2	$921	Hold	7	–	–	﹤0.01%	1487
2025 Q1	$847	Hold	7	–	–	﹤0.01%	1203
2024 Q4	$936	Buy	+7	New	+$963	﹤0.01%	960

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

Physician Wealth Advisors's J Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Jacobs Solutions (J) stake by 36% in Q2 2026, selling an estimated $492 and leaving 7 shares worth $882. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

Physician Wealth Advisors first reported a position in J in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Physician Wealth Advisors held 7 shares of Jacobs Solutions worth $882 as of Q2 2026.
Physician Wealth Advisors sold 4 Jacobs Solutions shares in Q2 2026, an estimated $492.
Jacobs Solutions made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1885 holding.
Physician Wealth Advisors first reported a position in Jacobs Solutions in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Jacobs Solutions position peaked at $1.65K in Q3 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.