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Todd Asset Management’s Jacobs Solutions J Stock Holding History

Todd Asset 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 		$39.1M Buy
310,687
+6,188
+2% +$761K 0.7% 66
2026
Q1 		$38.8M Sell
304,499
-1,613
-0.5% -$219K 0.76% 64
2025
Q4 		$40.5M Sell
306,112
-534
-0.2% -$78.3K 0.79% 61
2025
Q3 		$46M Sell
306,646
-2,995
-1% -$430K 0.93% 46
2025
Q2 		$40.7M Sell
309,641
-6,209
-2% -$766K 0.88% 53
2025
Q1 		$37.8M Sell
315,850
-50
-0% -$6.44K 0.89% 50
2024
Q4 		$41.8M Buy
315,900
+5,160
+2% +$710K 1% 36
2024
Q3 		$40.3M Sell
310,740
-63,330
-17% -$7.63M 0.94% 45
2024
Q2 		$43.2M Sell
374,070
-1,956
-0.5% -$229K 0.9% 24
2024
Q1 		$47.8M Sell
376,026
-30,361
-7% -$3.56M 0.98% 18
2023
Q4 		$43.6M Sell
406,387
-3,788
-0.9% -$412K 0.96% 19
2023
Q3 		$46.3M Sell
410,175
-579
-0.1% -$62.4K 1.1% 17
2023
Q2 		$40.4M Sell
410,754
-1,442
-0.3% -$137K 0.94% 25
2023
Q1 		$40.1M Buy
412,196
+341
+0.1% +$34K 0.97% 25
2022
Q4 		$40.9M Buy
411,855
+168
+0% +$16.5K 0.99% 24
2022
Q3 		$36.9M Sell
411,687
-4,358
-1% -$452K 1.03% 19
2022
Q2 		$43.8M Sell
416,045
-1,330
-0.3% -$149K 1.13% 14
2022
Q1 		$47.6M Sell
417,375
-417
-0.1% -$44.7K 1.05% 19
2021
Q4 		$48.1M Buy
417,792
+69,140
+20% +$7.99M 1.03% 22
2021
Q3 		$38.2M Sell
348,652
-2,180
-0.6% -$241K 0.88% 31
2021
Q2 		$38.7M Buy
350,832
+154,350
+79% +$17.4M 0.87% 32
2021
Q1 		$21M Buy
+196,482
New +$18.8M 0.49% 99

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 $3.37T AUM 44.26% 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

Todd Asset Management's J Position: Q2 2026 in Review

Todd Asset Management increased its Jacobs Solutions (J) stake by 2% in Q2 2026, buying an estimated $761K and bringing the position to 310,687 shares worth $39.1M. The position accounts for 0.7% of the portfolio, ranked #66.

Todd Asset Management first reported a position in J in Q1 2021 and has held it in 22 quarters since. The position peaked at $48.1M in Q4 2021. 872 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Todd Asset Management held 310,687 shares of Jacobs Solutions worth $39.1M as of Q2 2026.
  • Todd Asset Management bought 6,188 Jacobs Solutions shares in Q2 2026, an estimated $761K.
  • Jacobs Solutions made up 0.7% of Todd Asset Management's portfolio in Q2 2026, its #66 holding.
  • Todd Asset Management first reported a position in Jacobs Solutions in Q1 2021 and has held it in 22 quarters since.
  • Todd Asset Management's Jacobs Solutions position peaked at $48.1M in Q4 2021.
  • 872 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.