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Rothschild Investment LLC’s Jacobs Solutions J Stock Holding History

Rothschild Investment LLC’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 		$1.41M Sell
11,161
-102
-0.9% -$12.5K 0.05% 329
2026
Q1 		$1.43M Buy
11,263
+31
+0.3% +$4.21K 0.07% 205
2025
Q4 		$1.49M Buy
11,232
+9
+0.1% +$1.32K 0.08% 192
2025
Q3 		$1.68M Sell
11,223
-229
-2% -$32.9K 0.09% 171
2025
Q2 		$1.51M Sell
11,452
-110
-1% -$13.6K 0.09% 174
2025
Q1 		$1.38M Sell
11,562
-79
-0.7% -$10.2K 0.09% 192
2024
Q4 		$1.54M Buy
11,641
+3,046
+35% +$419K 0.1% 174
2024
Q3 		$1.11M Buy
8,595
+8,454
+5,996% +$1.02M 0.07% 219
2024
Q2 		$16.3K Buy
141
+8
+6% +$938 ﹤0.01% 1015
2024
Q1 		$16.9K Buy
133
+6
+5% +$703 ﹤0.01% 960
2023
Q4 		$13.6K Buy
+127
New +$13.8K ﹤0.01% 936
2015
Q3 		– Sell
-10,941
Closed -$368K – 506
2015
Q2 		$368K Sell
10,941
-130,007
-92% -$4.75M 0.04% 350
2015
Q1 		$5.26M Sell
140,948
-81
-0.1% -$2.84K 0.62% 43
2014
Q4 		$5.21M Sell
141,029
-2,236
-2% -$85.3K 0.62% 39
2014
Q3 		$5.79M Buy
143,265
+604
+0.4% +$26.3K 0.7% 38
2014
Q2 		$6.29M Buy
142,661
+11,969
+9% +$570K 0.8% 34
2014
Q1 		$6.86M Sell
130,692
-1,149
-0.9% -$59.2K 0.93% 23
2013
Q4 		$6.87M Sell
131,841
-9,974
-7% -$494K 0.94% 23
2013
Q3 		$6.83M Sell
141,815
-2,901
-2% -$141K 1.01% 22
2013
Q2 		$6.6M Buy
+144,716
New +$6.43M 1.07% 21

Other funds holding J

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Rothschild Investment LLC's J Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Jacobs Solutions (J) stake by 0.91% in Q2 2026, selling an estimated $12.5K and leaving 11,161 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #329.

Rothschild Investment LLC first reported a position in J in Q2 2013 and has held it in 20 quarters since. The position peaked at $6.87M in Q4 2013. 417 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Rothschild Investment LLC held 11,161 shares of Jacobs Solutions worth $1.41M as of Q2 2026.
  • Rothschild Investment LLC sold 102 Jacobs Solutions shares in Q2 2026, an estimated $12.5K.
  • Jacobs Solutions made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #329 holding.
  • Rothschild Investment LLC first reported a position in Jacobs Solutions in Q2 2013 and has held it in 20 quarters since.
  • Rothschild Investment LLC's Jacobs Solutions position peaked at $6.87M in Q4 2013.
  • 417 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.