SOA Wealth Advisors’s Jacobs Solutions J Stock Holding History

SOA Wealth Advisors’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	$131	Sell	1 -2	-67%	-$246	﹤0.01%	858
2026 Q1	$396	Hold	3	–	–	﹤0.01%	786
2025 Q4	$411	Hold	3	–	–	﹤0.01%	788
2025 Q3	$464	Hold	3	–	–	﹤0.01%	807
2025 Q2	$406	Hold	3	–	–	﹤0.01%	790
2025 Q1	$372	Hold	3	–	–	﹤0.01%	802
2024 Q4	$410	Hold	3	–	–	﹤0.01%	790
2024 Q3	$401	Sell	3 -1	-25%	-$121	﹤0.01%	762
2024 Q2	$427	Hold	4	–	–	﹤0.01%	772
2024 Q1	$469	Hold	4	–	–	﹤0.01%	810
2023 Q4	$395	Hold	4	–	–	﹤0.01%	813
2023 Q3	$415	Hold	4	–	–	﹤0.01%	831
2023 Q2	$361	Hold	4	–	–	﹤0.01%	846
2023 Q1	$356	Hold	4	–	–	﹤0.01%	866
2022 Q4	$363	Hold	4	–	–	﹤0.01%	868
2022 Q3	$0	Hold	4	–	–	﹤0.01%	900
2022 Q2	$0	Sell	4 -11	-73%	-$1.23K	﹤0.01%	915
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	852
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	826
2021 Q3	$1K	Buy	15 +4	+36%	+$442	﹤0.01%	844
2021 Q2	$1K	Buy	11 +5	+83%	+$565	﹤0.01%	824
2021 Q1	$0	Sell	6 -24	-80%	-$2.29K	﹤0.01%	868
2020 Q4	$2K	Buy	+30	New	+$2.54K	﹤0.01%	693

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

SOA Wealth Advisors's J Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Jacobs Solutions (J) stake by 67% in Q2 2026, selling an estimated $246 and leaving 1 share worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #858.

SOA Wealth Advisors first reported a position in J in Q4 2020 and has held it in 23 quarters since. The position peaked at $2K in Q4 2020. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

SOA Wealth Advisors held 1 share of Jacobs Solutions worth $131 as of Q2 2026.
SOA Wealth Advisors sold 2 Jacobs Solutions shares in Q2 2026, an estimated $246.
Jacobs Solutions made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #858 holding.
SOA Wealth Advisors first reported a position in Jacobs Solutions in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Jacobs Solutions position peaked at $2K in Q4 2020.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.