Strategic Wealth Partners’s Jacobs Solutions J Stock Holding History

Strategic Wealth Partners’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	$181K	Sell	1,420 -265	-16%	-$36K	0.01%	316
2025 Q4	$223K	Sell	1,685 -49	-3%	-$7.19K	0.02%	302
2025 Q3	$260K	Hold	1,734	–	–	0.02%	305
2025 Q2	$228K	Buy	+1,734	New	+$214K	0.02%	304
2024 Q4	$251K	Buy	1,947 +160	+9%	+$22K	0.02%	283
2024 Q3	$232K	Buy	+1,787	New	+$215K	0.02%	278
2024 Q2	–	Sell	-1,656	Closed	-$211K	–	301
2024 Q1	$211K	Buy	+1,656	New	+$194K	0.02%	268

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

Strategic Wealth Partners's J Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Jacobs Solutions (J) stake by 16% in Q1 2026, selling an estimated $36K and leaving 1,420 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #316.

Strategic Wealth Partners first reported a position in J in Q1 2024 and has held it in 7 quarters since. The position peaked at $260K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Strategic Wealth Partners held 1,420 shares of Jacobs Solutions worth $181K as of Q1 2026.
Strategic Wealth Partners sold 265 Jacobs Solutions shares in Q1 2026, an estimated $36K.
Jacobs Solutions made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #316 holding.
Strategic Wealth Partners first reported a position in Jacobs Solutions in Q1 2024 and has held it in 7 quarters since.
Strategic Wealth Partners's Jacobs Solutions position peaked at $260K in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.