SageView Advisory Group’s Jacobs Solutions J Stock Holding History

SageView Advisory 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 Q1	–	Sell	-119	Closed	-$15.8K	–	1521
2025 Q4	$15.8K	Buy	+119	New	+$17.5K	﹤0.01%	1543

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

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

SageView Advisory Group's J Position: Q1 2026 in Review

SageView Advisory Group sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 119 shares — an estimated $15.8K sold.

SageView Advisory Group first reported a position in J in Q4 2025 and held it in 1 quarter. The position peaked at $15.8K in Q4 2025. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

SageView Advisory Group reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 119 Jacobs Solutions shares in Q1 2026, an estimated $15.8K.
SageView Advisory Group first reported a position in Jacobs Solutions in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Jacobs Solutions position peaked at $15.8K in Q4 2025.
916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.