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Stratos Wealth Advisors’s Jacobs Solutions J Stock Holding History

Stratos 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
Q1 		$4.01M Sell
31,526
-2,214
-7% -$301K 0.25% 93
2025
Q4 		$4.47M Buy
33,740
+25,194
+295% +$3.69M 0.22% 112
2025
Q3 		$1.28M Buy
8,546
+554
+7% +$79.6K 0.06% 282
2025
Q2 		$1.05M Sell
7,992
-354
-4% -$43.6K 0.06% 301
2025
Q1 		$999K Buy
8,346
+4
+0% +$515 0.05% 300
2024
Q4 		$1.1M Sell
8,342
-508
-6% -$69.9K 0.05% 313
2024
Q3 		$1.15M Sell
8,850
-783
-8% -$94.4K 0.05% 328
2024
Q2 		$1.11M Buy
9,633
+4,170
+76% +$489K 0.06% 314
2024
Q1 		$695K Sell
5,463
-44
-0.8% -$5.16K 0.04% 395
2023
Q4 		$591K Buy
5,507
+2,660
+93% +$290K 0.03% 434
2023
Q3 		$321K Buy
+2,847
New +$307K 0.02% 511
2023
Q2 		– Sell
-2,166
Closed -$211K – 641
2023
Q1 		$211K Buy
+2,166
New +$216K 0.02% 569
2022
Q3 		– Sell
-2,187
Closed -$230K – 514
2022
Q2 		$230K Hold
2,187
– – 0.02% 465
2022
Q1 		$249K Buy
2,187
+256
+13% +$27.5K 0.02% 473
2021
Q4 		$222K Buy
1,931
+4
+0.2% +$462 0.02% 517
2021
Q3 		$211K Sell
1,927
-394
-17% -$43.6K 0.02% 484
2021
Q2 		$256K Buy
2,321
+308
+15% +$34.8K 0.02% 470
2021
Q1 		$215K Buy
+2,013
New +$192K 0.02% 452

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stratos Wealth Advisors's J Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Jacobs Solutions (J) stake by 6.6% in Q1 2026, selling an estimated $301K and leaving 31,526 shares worth $4.01M. The position accounts for 0.25% of the portfolio, ranked #93.

Stratos Wealth Advisors first reported a position in J in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.47M in Q4 2025. 913 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Stratos Wealth Advisors held 31,526 shares of Jacobs Solutions worth $4.01M as of Q1 2026.
  • Stratos Wealth Advisors sold 2,214 Jacobs Solutions shares in Q1 2026, an estimated $301K.
  • Jacobs Solutions made up 0.25% of Stratos Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • Stratos Wealth Advisors first reported a position in Jacobs Solutions in Q1 2021 and has held it in 18 quarters since.
  • Stratos Wealth Advisors's Jacobs Solutions position peaked at $4.47M in Q4 2025.
  • 913 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.