SMA
J icon

Sage Mountain Advisors’s Jacobs Solutions J Stock Holding History

Sage Mountain 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
Q1 		– Sell
-1,717
Closed -$227K – 434
2025
Q4 		$227K Sell
1,717
-93
-5% -$13.6K 0.01% 452
2025
Q3 		$271K Buy
+1,810
New +$260K 0.02% 391

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sage Mountain Advisors's J Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 1,717 shares — an estimated $227K sold.

Sage Mountain Advisors first reported a position in J in Q3 2025 and held it in 2 quarters. The position peaked at $271K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,717 Jacobs Solutions shares in Q1 2026, an estimated $227K.
  • Sage Mountain Advisors first reported a position in Jacobs Solutions in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's Jacobs Solutions position peaked at $271K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.