Principia Wealth Advisory’s Jacobs Solutions J Stock Holding History

Principia Wealth Advisory’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	$630	Buy	5 +2	+67%	+$246	﹤0.01%	851
2026 Q1	$382	Sell	3 -5	-63%	-$680	﹤0.01%	885
2025 Q4	$1.06K	Buy	8 +2	+33%	+$293	﹤0.01%	652
2025 Q3	$899	Buy	6 +1	+20%	+$144	﹤0.01%	672
2025 Q2	$657	Buy	5 +3	+150%	+$370	﹤0.01%	676
2025 Q1	$237	Sell	2 -1	-33%	-$129	﹤0.01%	760
2024 Q4	$401	Buy	+3	New	+$413	﹤0.01%	605

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

Principia Wealth Advisory's J Position: Q2 2026 in Review

Principia Wealth Advisory increased its Jacobs Solutions (J) stake by 67% in Q2 2026, buying an estimated $246 and bringing the position to 5 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Principia Wealth Advisory first reported a position in J in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06K in Q4 2025. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

Principia Wealth Advisory held 5 shares of Jacobs Solutions worth $630 as of Q2 2026.
Principia Wealth Advisory bought 2 Jacobs Solutions shares in Q2 2026, an estimated $246.
Jacobs Solutions made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #851 holding.
Principia Wealth Advisory first reported a position in Jacobs Solutions in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Jacobs Solutions position peaked at $1.06K in Q4 2025.
871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.