Rise Advisors’s Jacobs Solutions J Stock Holding History

Rise 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
2025 Q4	–	Sell	-4	Closed	-$599	–	772
2025 Q3	$599	Hold	4	–	–	﹤0.01%	1367
2025 Q2	$526	Sell	4 -4	-50%	-$493	﹤0.01%	1403
2025 Q1	$967	Buy	+8	New	+$1.03K	﹤0.01%	1268

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Rise Advisors's J Position: Q4 2025 in Review

Rise Advisors sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 4 shares — an estimated $599 sold.

Rise Advisors first reported a position in J in Q1 2025 and held it in 3 quarters. The position peaked at $967 in Q1 2025. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

Rise Advisors reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 4 Jacobs Solutions shares in Q4 2025, an estimated $599.
Rise Advisors first reported a position in Jacobs Solutions in Q1 2025 and held it in 3 quarters.
Rise Advisors's Jacobs Solutions position peaked at $967 in Q1 2025.
927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.