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Private Wealth Management Group’s Jacobs Solutions J Stock Holding History

Private Wealth Management Group’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 		$4.16K Hold
33
– – ﹤0.01% 919
2026
Q1 		$4.2K Sell
33
-2
-6% -$272 ﹤0.01% 839
2025
Q4 		$4.64K Hold
35
– – ﹤0.01% 810
2025
Q3 		$5.25K Hold
35
– – ﹤0.01% 777
2025
Q2 		$4.6K Buy
35
+2
+6% +$247 ﹤0.01% 788
2025
Q1 		$3.99K Sell
33
-14
-30% -$1.8K ﹤0.01% 807
2024
Q4 		$6.28K Buy
47
+16
+52% +$2.2K ﹤0.01% 651
2024
Q3 		$4.06K Sell
31
-6
-16% -$723 ﹤0.01% 813
2024
Q2 		$4.33K Buy
37
+22
+147% +$2.58K ﹤0.01% 755
2024
Q1 		$1.84K Hold
15
– – ﹤0.01% 1010
2023
Q4 		$1.56K Buy
+15
New +$1.63K ﹤0.01% 1089

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

Private Wealth Management Group's J Position: Q2 2026 in Review

Private Wealth Management Group held its Jacobs Solutions (J) position steady in Q2 2026 at 33 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Private Wealth Management Group first reported a position in J in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.28K in Q4 2024. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Private Wealth Management Group held 33 shares of Jacobs Solutions worth $4.16K as of Q2 2026.
  • Private Wealth Management Group left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #919 holding.
  • Private Wealth Management Group first reported a position in Jacobs Solutions in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Jacobs Solutions position peaked at $6.28K in Q4 2024.
  • 866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.