Sawgrass Asset Management’s Jacobs Solutions J Stock Holding History

Sawgrass Asset Management’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	$242K	Hold	1,900	–	–	0.04%	167
2025 Q4	$252K	Hold	1,900	–	–	0.03%	163
2025 Q3	$285K	Sell	1,900 -687	-27%	-$98.7K	0.04%	161
2025 Q2	$340K	Sell	2,587 -103	-4%	-$12.7K	0.04%	144
2025 Q1	$322K	Hold	2,690	–	–	0.04%	143
2024 Q4	$356K	Hold	2,690	–	–	0.04%	139
2024 Q3	$349K	Sell	2,690 -529	-16%	-$63.7K	0.04%	144
2024 Q2	$372K	Sell	3,219 -644	-17%	-$75.5K	0.04%	142
2024 Q1	$491K	Buy	3,863 +303	+9%	+$35.5K	0.05%	134
2023 Q4	$382K	Sell	3,560 -233	-6%	-$25.4K	0.04%	148
2023 Q3	$428K	Buy	3,793 +1,496	+65%	+$161K	0.05%	137
2023 Q2	$226K	Buy	+2,297	New	+$219K	0.03%	169

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sawgrass Asset Management's J Position: Q1 2026 in Review

Sawgrass Asset Management held its Jacobs Solutions (J) position steady in Q1 2026 at 1,900 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #167.

Sawgrass Asset Management first reported a position in J in Q2 2023 and has held it in 12 quarters since. The position peaked at $491K in Q1 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Sawgrass Asset Management held 1,900 shares of Jacobs Solutions worth $242K as of Q1 2026.
Sawgrass Asset Management left its Jacobs Solutions share count unchanged in Q1 2026.
Jacobs Solutions made up 0.04% of Sawgrass Asset Management's portfolio in Q1 2026, its #167 holding.
Sawgrass Asset Management first reported a position in Jacobs Solutions in Q2 2023 and has held it in 12 quarters since.
Sawgrass Asset Management's Jacobs Solutions position peaked at $491K in Q1 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.