Tortoise Investment Management’s Jacobs Solutions J Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-10	Closed	-$1.5K	–	837
2025 Q3	$1.5K	Buy	10 +5	+100%	+$718	﹤0.01%	951
2025 Q2	$657	Sell	5 -19	-79%	-$2.34K	﹤0.01%	1048
2025 Q1	$2.9K	Sell	24 -27	-53%	-$3.48K	﹤0.01%	677
2024 Q4	$6.68K	Sell	51 -55	-52%	-$7.57K	﹤0.01%	664
2024 Q3	$13.7K	Sell	106 -21	-17%	-$2.53K	﹤0.01%	600
2024 Q2	$14.7K	Hold	127	–	–	﹤0.01%	581
2024 Q1	$16.1K	Hold	127	–	–	﹤0.01%	552
2023 Q4	$13.6K	Sell	127 -4	-3%	-$435	﹤0.01%	530
2023 Q3	$14.7K	Sell	131 -50	-28%	-$5.39K	﹤0.01%	499
2023 Q2	$17.8K	Buy	+181	New	+$17.3K	﹤0.01%	486

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Tortoise Investment Management's J Position: Q4 2025 in Review

Tortoise Investment Management sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 10 shares — an estimated $1.5K sold.

Tortoise Investment Management first reported a position in J in Q2 2023 and held it in 10 quarters. The position peaked at $17.8K in Q2 2023. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

Tortoise Investment Management reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 10 Jacobs Solutions shares in Q4 2025, an estimated $1.5K.
Tortoise Investment Management first reported a position in Jacobs Solutions in Q2 2023 and held it in 10 quarters.
Tortoise Investment Management's Jacobs Solutions position peaked at $17.8K in Q2 2023.
927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.