Sierra Ocean’s Jacobs Solutions J Stock Holding History

Sierra Ocean’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	–	Sell	-3	Closed	-$395	–	499
2025 Q2	$395	Hold	3	–	–	﹤0.01%	1010
2025 Q1	$363	Hold	3	–	–	﹤0.01%	1031
2024 Q4	$402	Buy	+3	New	+$413	﹤0.01%	1022

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

Sierra Ocean's J Position: Q3 2025 in Review

Sierra Ocean sold out of Jacobs Solutions (J) in Q3 2025, closing a stake of 3 shares — an estimated $395 sold.

Sierra Ocean first reported a position in J in Q4 2024 and held it in 3 quarters. The position peaked at $402 in Q4 2024. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.

Sierra Ocean reported no remaining Jacobs Solutions position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 3 Jacobs Solutions shares in Q3 2025, an estimated $395.
Sierra Ocean first reported a position in Jacobs Solutions in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Jacobs Solutions position peaked at $402 in Q4 2024.
875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.