Shell Asset Management’s Jacobs Solutions J Stock Holding History

Shell 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
2025 Q3	$1.24M	Sell	8,286 -11,117	-57%	-$1.6M	0.12%	188
2025 Q2	$2.55M	Buy	19,403 +7,231	+59%	+$892K	0.09%	217
2025 Q1	$1.46M	Sell	12,172 -574	-5%	-$73.9K	0.07%	238
2024 Q4	$1.69M	Buy	12,746 +9,822	+336%	+$1.35M	0.07%	228
2024 Q3	$379K	Buy	+2,924	New	+$352K	0.02%	588
2024 Q1	$412K	Sell	3,565 -1,370	-28%	-$161K	0.02%	542
2023 Q4	$530K	Hold	4,935	–	–	0.02%	495
2023 Q3	$557K	Hold	4,935	–	–	0.02%	519
2023 Q2	$485K	Hold	4,935	–	–	0.02%	590
2023 Q1	$480K	Hold	4,935	–	–	0.02%	577
2022 Q4	$490K	Hold	4,935	–	–	0.02%	543
2022 Q3	$443K	Hold	4,935	–	–	0.02%	627
2022 Q2	$519K	Hold	4,935	–	–	0.02%	697
2022 Q1	$563K	Hold	4,935	–	–	0.01%	746
2021 Q4	$568K	Hold	4,935	–	–	0.01%	842
2021 Q3	$541K	Sell	4,935 -669	-12%	-$74K	0.01%	837
2021 Q2	$618K	Sell	5,604 -806	-13%	-$91.1K	0.01%	814
2021 Q1	$685K	Sell	6,410 -931	-13%	-$88.9K	0.01%	708
2020 Q4	$662K	Sell	7,341 -24,461	-77%	-$2.07M	0.01%	660
2020 Q3	$2.44M	Sell	31,802 -349	-1%	-$25.5K	0.06%	305
2020 Q2	$2.25M	Sell	32,151 -3,775	-11%	-$255K	0.06%	298
2020 Q1	$2.36M	Sell	35,926 -838	-2%	-$63K	0.07%	282
2019 Q4	$2.73M	Hold	36,764	–	–	0.06%	323
2019 Q3	$2.78M	Sell	36,764 -483	-1%	-$34.6K	0.06%	298
2019 Q2	$2.6M	Sell	37,247 -7,064	-16%	-$456K	0.06%	312
2019 Q1	$2.76M	Hold	44,311	–	–	0.06%	303
2018 Q4	$2.14M	Buy	44,311 +4,133	+10%	+$236K	0.05%	323
2018 Q3	$2.54M	Buy	40,178 +5,283	+15%	+$310K	0.05%	342
2018 Q2	$1.83M	Sell	34,895 -677	-2%	-$34.8K	0.04%	417
2018 Q1	$1.74M	Sell	35,572 -1,459	-4%	-$77.2K	0.03%	431
2017 Q4	$2.02M	Sell	37,031 -4,501	-11%	-$231K	0.04%	395
2017 Q3	$2M	Sell	41,532 -2,380	-5%	-$106K	0.04%	373
2017 Q2	$1.98M	Buy	43,912 +10,016	+30%	+$445K	0.04%	390
2017 Q1	$1.55M	Buy	33,896 +2,544	+8%	+$120K	0.03%	455
2016 Q4	$1.48M	Buy	31,352 +10,559	+51%	+$486K	0.03%	494
2016 Q3	$890K	Sell	20,793 -1,918	-8%	-$83.2K	0.02%	691
2016 Q2	$936K	Buy	22,711 +6,280	+38%	+$247K	0.02%	586
2016 Q1	$592K	Buy	16,431 +6,376	+63%	+$208K	0.01%	641
2015 Q4	$349K	Sell	10,055 -17,520	-64%	-$601K	0.01%	764
2015 Q3	$1.11M	Buy	27,575 +13,627	+98%	+$456K	0.02%	642
2015 Q2	$469K	Sell	13,948 -5,362	-28%	-$196K	0.01%	774
2015 Q1	$721K	Sell	19,310 -3,558	-16%	-$125K	0.01%	714
2014 Q4	$845K	Sell	22,868 -4,707	-17%	-$179K	0.01%	735
2014 Q3	$1.11M	Sell	27,575 -6	-0%	-$262	0.02%	665
2014 Q2	$1.22M	Buy	27,581 +464	+2%	+$22.1K	0.02%	658
2014 Q1	$1.42M	Hold	27,117	–	–	0.02%	604
2013 Q4	$1.41M	Sell	27,117 -9,038	-25%	-$448K	0.02%	602
2013 Q3	$1.74M	Sell	36,155 -4,582	-11%	-$223K	0.03%	538
2013 Q2	$1.86M	Buy	+40,737	New	+$1.81M	0.04%	489

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Shell Asset Management's J Position: Q3 2025 in Review

Shell Asset Management reduced its Jacobs Solutions (J) stake by 57% in Q3 2025, selling an estimated $1.6M and leaving 8,286 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #188.

Shell Asset Management first reported a position in J in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.78M in Q3 2019. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.

Shell Asset Management held 8,286 shares of Jacobs Solutions worth $1.24M as of Q3 2025.
Shell Asset Management sold 11,117 Jacobs Solutions shares in Q3 2025, an estimated $1.6M.
Jacobs Solutions made up 0.12% of Shell Asset Management's portfolio in Q3 2025, its #188 holding.
Shell Asset Management first reported a position in Jacobs Solutions in Q2 2013 and has held it in 49 quarters since.
Shell Asset Management's Jacobs Solutions position peaked at $2.78M in Q3 2019.
875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.