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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Soltis Investment Advisors's J Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Jacobs Solutions (J) stake by 6.3% in Q1 2026, selling an estimated $41.3K and leaving 4,505 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #315.

Soltis Investment Advisors first reported a position in J in Q2 2024 and has held it in 8 quarters since. The position peaked at $797K in Q2 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Soltis Investment Advisors held 4,505 shares of Jacobs Solutions worth $573K as of Q1 2026.
Soltis Investment Advisors sold 304 Jacobs Solutions shares in Q1 2026, an estimated $41.3K.
Jacobs Solutions made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #315 holding.
Soltis Investment Advisors first reported a position in Jacobs Solutions in Q2 2024 and has held it in 8 quarters since.
Soltis Investment Advisors's Jacobs Solutions position peaked at $797K in Q2 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.