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Synergy Investment Management’s Jacobs Solutions J Stock Holding History

Synergy Investment 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 		$9.62K Buy
74
+24
+48% +$2.95K ﹤0.01% 636
2026
Q1 		$6.41K Buy
+50
New +$6.8K ﹤0.01% 551
2025
Q2 		– Sell
-49
Closed -$5.97K – 341
2025
Q1 		$5.97K Sell
49
-2
-4% -$257 ﹤0.01% 428
2024
Q4 		$6.6K Buy
+51
New +$7.02K ﹤0.01% 428

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Synergy Investment Management's J Position: Q2 2026 in Review

Synergy Investment Management increased its Jacobs Solutions (J) stake by 48% in Q2 2026, buying an estimated $2.95K and bringing the position to 74 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Synergy Investment Management first reported a position in J in Q4 2024 and has held it in 4 quarters since. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Synergy Investment Management held 74 shares of Jacobs Solutions worth $9.62K as of Q2 2026.
  • Synergy Investment Management bought 24 Jacobs Solutions shares in Q2 2026, an estimated $2.95K.
  • Jacobs Solutions made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #636 holding.
  • Synergy Investment Management first reported a position in Jacobs Solutions in Q4 2024 and has held it in 4 quarters since.
  • 879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.