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Toth Financial Advisory’s Jacobs Solutions J Stock Holding History

Toth Financial Advisory’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 		$6.97M Sell
55,297
-9,738
-15% -$1.2M 0.68% 56
2026
Q1 		$8.28M Sell
65,035
-161
-0.2% -$21.9K 0.91% 41
2025
Q4 		$8.64M Buy
65,196
+3,448
+6% +$506K 0.94% 37
2025
Q3 		$9.25M Buy
61,748
+5,030
+9% +$723K 1% 32
2025
Q2 		$7.46M Buy
56,718
+2,576
+5% +$318K 0.87% 40
2025
Q1 		$6.48M Buy
54,142
+3,678
+7% +$474K 0.78% 48
2024
Q4 		$6.68M Buy
50,464
+905
+2% +$125K 0.79% 46
2024
Q3 		$6.42M Sell
49,559
-7,145
-13% -$861K 0.76% 47
2024
Q2 		$6.55M Buy
56,704
+3,272
+6% +$384K 0.83% 43
2024
Q1 		$6.79M Buy
53,432
+5,794
+12% +$679K 0.85% 44
2023
Q4 		$5.11M Buy
47,638
+7,171
+18% +$781K 0.69% 50
2023
Q3 		$4.57M Buy
40,467
+12,189
+43% +$1.31M 0.7% 50
2023
Q2 		$2.78M Buy
28,278
+1,829
+7% +$174K 0.4% 76
2023
Q1 		$2.57M Buy
26,449
+4,506
+21% +$450K 0.4% 76
2022
Q4 		$2.18M Sell
21,943
-360
-2% -$35.4K 0.35% 83
2022
Q3 		$2M Sell
22,303
-4,061
-15% -$421K 0.36% 79
2022
Q2 		$2.77M Buy
26,364
+12,790
+94% +$1.43M 0.48% 72
2022
Q1 		$1.55M Buy
13,574
+4,399
+48% +$472K 0.23% 97
2021
Q4 		$1.06M Buy
9,175
+8,190
+831% +$947K 0.14% 120
2021
Q3 		$108K Buy
+985
New +$109K 0.02% 234
2019
Q1 		– Sell
-750
Closed -$36K – 435
2018
Q4 		$36K Sell
750
-13,056
-95% -$746K 0.01% 204
2018
Q3 		$874K Buy
+13,806
New +$810K 0.19% 96
2018
Q1 		– Sell
-121
Closed -$7K – 444
2017
Q4 		$7K Buy
+121
New +$6.21K ﹤0.01% 344
2014
Q4 		– Sell
-7,254
Closed -$293K – 116
2014
Q3 		$293K Buy
+7,254
New +$316K 0.11% 101

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Toth Financial Advisory's J Position: Q2 2026 in Review

Toth Financial Advisory reduced its Jacobs Solutions (J) stake by 15% in Q2 2026, selling an estimated $1.2M and leaving 55,297 shares worth $6.97M. The position accounts for 0.68% of the portfolio, ranked #56.

Toth Financial Advisory first reported a position in J in Q3 2014 and has held it in 24 quarters since. The position peaked at $9.25M in Q3 2025. 109 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Toth Financial Advisory held 55,297 shares of Jacobs Solutions worth $6.97M as of Q2 2026.
  • Toth Financial Advisory sold 9,738 Jacobs Solutions shares in Q2 2026, an estimated $1.2M.
  • Jacobs Solutions made up 0.68% of Toth Financial Advisory's portfolio in Q2 2026, its #56 holding.
  • Toth Financial Advisory first reported a position in Jacobs Solutions in Q3 2014 and has held it in 24 quarters since.
  • Toth Financial Advisory's Jacobs Solutions position peaked at $9.25M in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.