Spire Wealth Management’s Jacobs Solutions J Stock Holding History

Spire 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	$44.5K	Sell	353 -266	-43%	-$32.7K	﹤0.01%	1210
2026 Q1	$78.8K	Sell	619 -24	-4%	-$3.26K	﹤0.01%	1041
2025 Q4	$85.2K	Sell	643 -38	-6%	-$5.57K	﹤0.01%	1031
2025 Q3	$102K	Buy	681 +40	+6%	+$5.75K	﹤0.01%	982
2025 Q2	$84.3K	Sell	641 -31	-5%	-$3.82K	﹤0.01%	1035
2025 Q1	$80.4K	Sell	672 -16	-2%	-$2.06K	﹤0.01%	1121
2024 Q4	$91K	Buy	+688	New	+$94.7K	﹤0.01%	1067
2022 Q3	–	Sell	-737	Closed	-$78K	–	2397
2022 Q2	$78K	Hold	737	–	–	﹤0.01%	1123
2022 Q1	$84K	Sell	737 -17	-2%	-$1.82K	﹤0.01%	1230
2021 Q4	$87K	Buy	754 +17	+2%	+$1.97K	﹤0.01%	1460
2021 Q3	$81K	Hold	737	–	–	﹤0.01%	1271
2021 Q2	$81K	Sell	737 -224	-23%	-$25.3K	﹤0.01%	1277
2021 Q1	$103K	Buy	+961	New	+$91.7K	﹤0.01%	1392

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

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

Spire Wealth Management reduced its Jacobs Solutions (J) stake by 43% in Q2 2026, selling an estimated $32.7K and leaving 353 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Spire Wealth Management first reported a position in J in Q1 2021 and has held it in 13 quarters since. The position peaked at $103K in Q1 2021. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

Spire Wealth Management held 353 shares of Jacobs Solutions worth $44.5K as of Q2 2026.
Spire Wealth Management sold 266 Jacobs Solutions shares in Q2 2026, an estimated $32.7K.
Jacobs Solutions made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1210 holding.
Spire Wealth Management first reported a position in Jacobs Solutions in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's Jacobs Solutions position peaked at $103K in Q1 2021.
866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.