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 Q2	$239K	Hold	1,900	–	–	0.03%	170
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Sawgrass Asset Management's J Position: Q2 2026 in Review

Sawgrass Asset Management held its Jacobs Solutions (J) position steady in Q2 2026 at 1,900 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #170.

Sawgrass Asset Management first reported a position in J in Q2 2023 and has held it in 13 quarters since. The position peaked at $491K in Q1 2024. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Sawgrass Asset Management held 1,900 shares of Jacobs Solutions worth $239K as of Q2 2026.
Sawgrass Asset Management left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.03% of Sawgrass Asset Management's portfolio in Q2 2026, its #170 holding.
Sawgrass Asset Management first reported a position in Jacobs Solutions in Q2 2023 and has held it in 13 quarters since.
Sawgrass Asset Management's Jacobs Solutions position peaked at $491K in Q1 2024.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.