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Telos Capital Management’s Jacobs Solutions J Stock Holding History

Telos Capital 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 		$8.64M Sell
68,539
-3,784
-5% -$465K 0.76% 45
2026
Q1 		$9.21M Sell
72,323
-3,856
-5% -$524K 0.88% 40
2025
Q4 		$10.1M Sell
76,179
-15,669
-17% -$2.3M 0.94% 32
2025
Q3 		$13.8M Sell
91,848
-494
-0.5% -$71K 1.32% 21
2025
Q2 		$12.1M Sell
92,342
-381
-0.4% -$47K 1.24% 24
2025
Q1 		$11.1M Buy
92,723
+3,774
+4% +$486K 1.21% 20
2024
Q4 		$11.8M Sell
88,949
-229
-0.3% -$31.5K 1.26% 21
2024
Q3 		$11.6M Sell
89,178
-15,894
-15% -$1.92M 1.21% 23
2024
Q2 		$12.1M Buy
105,072
+4,753
+5% +$557K 1.35% 20
2024
Q1 		$12.8M Buy
100,319
+6,017
+6% +$705K 1.44% 19
2023
Q4 		$10.1M Buy
94,302
+6,765
+8% +$736K 1.23% 24
2023
Q3 		$9.88M Buy
87,537
+660
+0.8% +$71.1K 1.37% 23
2023
Q2 		$8.54M Buy
86,877
+2,133
+3% +$203K 1.14% 28
2023
Q1 		$8.24M Sell
84,744
-1,619
-2% -$162K 1.15% 27
2022
Q4 		$8.58M Buy
86,363
+10,798
+14% +$1.06M 1.25% 23
2022
Q3 		$6.78M Buy
75,565
+10,518
+16% +$1.09M 1.12% 28
2022
Q2 		$6.84M Sell
65,047
-604
-0.9% -$67.6K 1.04% 30
2022
Q1 		$7.48M Buy
65,651
+1,966
+3% +$211K 0.97% 36
2021
Q4 		$7.33M Buy
63,685
+3,820
+6% +$442K 0.92% 38
2021
Q3 		$6.56M Buy
59,865
+2,871
+5% +$317K 0.9% 35
2021
Q2 		$6.29M Sell
56,994
-1,202
-2% -$136K 0.83% 36
2021
Q1 		$6.22M Sell
58,196
-127
-0.2% -$12.1K 0.89% 34
2020
Q4 		$5.26M Sell
58,323
-295
-0.5% -$25K 0.8% 38
2020
Q3 		$4.5M Buy
58,618
+2,195
+4% +$160K 0.79% 43
2020
Q2 		$3.96M Buy
+56,423
New +$3.8M 0.77% 45

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Telos Capital Management's J Position: Q2 2026 in Review

Telos Capital Management reduced its Jacobs Solutions (J) stake by 5.2% in Q2 2026, selling an estimated $465K and leaving 68,539 shares worth $8.64M. The position accounts for 0.76% of the portfolio, ranked #45.

Telos Capital Management first reported a position in J in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.8M in Q3 2025. 212 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Telos Capital Management held 68,539 shares of Jacobs Solutions worth $8.64M as of Q2 2026.
  • Telos Capital Management sold 3,784 Jacobs Solutions shares in Q2 2026, an estimated $465K.
  • Jacobs Solutions made up 0.76% of Telos Capital Management's portfolio in Q2 2026, its #45 holding.
  • Telos Capital Management first reported a position in Jacobs Solutions in Q2 2020 and has held it in 25 quarters since.
  • Telos Capital Management's Jacobs Solutions position peaked at $13.8M in Q3 2025.
  • 212 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Telos Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.