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Summit Trail Advisors’s Jacobs Solutions J Stock Holding History

Summit Trail 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 		$2.23M Buy
17,550
+2,556
+17% +$347K 0.03% 452
2025
Q4 		$1.99M Buy
14,994
+2,893
+24% +$424K 0.03% 409
2025
Q3 		$1.81M Buy
12,101
+4,908
+68% +$705K 0.03% 507
2025
Q2 		$946K Buy
+7,193
New +$887K 0.02% 502
2025
Q1 		– Sell
-3,142
Closed -$416K – 446
2024
Q4 		$416K Buy
+3,142
New +$432K 0.02% 247
2018
Q1 		– Sell
-2,419
Closed -$134K – 1069
2017
Q4 		$134K Buy
+2,419
New +$124K 0.02% 550

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

Summit Trail Advisors's J Position: Q1 2026 in Review

Summit Trail Advisors increased its Jacobs Solutions (J) stake by 17% in Q1 2026, buying an estimated $347K and bringing the position to 17,550 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #452.

Summit Trail Advisors first reported a position in J in Q4 2017 and has held it in 6 quarters since. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Summit Trail Advisors held 17,550 shares of Jacobs Solutions worth $2.23M as of Q1 2026.
  • Summit Trail Advisors bought 2,556 Jacobs Solutions shares in Q1 2026, an estimated $347K.
  • Jacobs Solutions made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #452 holding.
  • Summit Trail Advisors first reported a position in Jacobs Solutions in Q4 2017 and has held it in 6 quarters since.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.