SHP Wealth Management’s Jacobs Solutions J Stock Holding History

SHP Wealth 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	$1.01K	Buy	8 +3	+60%	+$369	﹤0.01%	1585
2026 Q1	$637	Buy	+5	New	+$680	﹤0.01%	1575

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

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

SHP Wealth Management's J Position: Q2 2026 in Review

SHP Wealth Management increased its Jacobs Solutions (J) stake by 60% in Q2 2026, buying an estimated $369 and bringing the position to 8 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

SHP Wealth Management first reported a position in J in Q1 2026 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold J as of Q2 2026.

SHP Wealth Management held 8 shares of Jacobs Solutions worth $1.01K as of Q2 2026.
SHP Wealth Management bought 3 Jacobs Solutions shares in Q2 2026, an estimated $369.
Jacobs Solutions made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1585 holding.
SHP Wealth Management first reported a position in Jacobs Solutions in Q1 2026 and has held it in 2 quarters since.
877 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.