Soltis Investment Advisors’s Jacobs Solutions J Stock Holding History

Soltis Investment 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	$563K	Sell	4,471 -34	-0.8%	-$4.18K	0.03%	336
2026 Q1	$573K	Sell	4,505 -304	-6%	-$41.3K	0.04%	315
2025 Q4	$637K	Sell	4,809 -62	-1%	-$9.09K	0.04%	284
2025 Q3	$730K	Sell	4,871 -44	-0.9%	-$6.32K	0.05%	248
2025 Q2	$646K	Buy	4,915 +91	+2%	+$11.2K	0.05%	217
2025 Q1	$577K	Sell	4,824 -242	-5%	-$31.2K	0.05%	222
2024 Q4	$670K	Sell	5,066 -48	-0.9%	-$6.61K	0.06%	205
2024 Q3	$663K	Sell	5,114 -1,781	-26%	-$215K	0.06%	196
2024 Q2	$797K	Buy	+6,895	New	+$809K	0.08%	162

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

Soltis Investment Advisors's J Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Jacobs Solutions (J) stake by 0.75% in Q2 2026, selling an estimated $4.18K and leaving 4,471 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #336.

Soltis Investment Advisors first reported a position in J in Q2 2024 and has held it in 9 quarters since. The position peaked at $797K in Q2 2024. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

Soltis Investment Advisors held 4,471 shares of Jacobs Solutions worth $563K as of Q2 2026.
Soltis Investment Advisors sold 34 Jacobs Solutions shares in Q2 2026, an estimated $4.18K.
Jacobs Solutions made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #336 holding.
Soltis Investment Advisors first reported a position in Jacobs Solutions in Q2 2024 and has held it in 9 quarters since.
Soltis Investment Advisors's Jacobs Solutions position peaked at $797K in Q2 2024.
879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.