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Total Wealth Planning & Management’s Jacobs Solutions J Stock Holding History

Total Wealth Planning & 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 		$896K Sell
7,113
-1,651
-19% -$203K 0.61% 46
2026
Q1 		$1.12M Buy
8,764
+1,285
+17% +$175K 0.82% 34
2025
Q4 		$991K Buy
+7,479
New +$1.1M 0.73% 35
2025
Q2 		$938K Buy
7,137
+387
+6% +$47.7K 0.76% 31
2025
Q1 		$808K Buy
6,750
+1,077
+19% +$139K 0.77% 32
2024
Q4 		$751K Buy
+5,673
New +$781K 0.68% 33

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

Total Wealth Planning & Management's J Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Jacobs Solutions (J) stake by 19% in Q2 2026, selling an estimated $203K and leaving 7,113 shares worth $896K. The position accounts for 0.61% of the portfolio, ranked #46.

Total Wealth Planning & Management first reported a position in J in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q1 2026. 868 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Total Wealth Planning & Management held 7,113 shares of Jacobs Solutions worth $896K as of Q2 2026.
  • Total Wealth Planning & Management sold 1,651 Jacobs Solutions shares in Q2 2026, an estimated $203K.
  • Jacobs Solutions made up 0.61% of Total Wealth Planning & Management's portfolio in Q2 2026, its #46 holding.
  • Total Wealth Planning & Management first reported a position in Jacobs Solutions in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Jacobs Solutions position peaked at $1.12M in Q1 2026.
  • 868 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.