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True Wealth Design’s Jacobs Solutions J Stock Holding History

True Wealth Design’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 		$14.7K Sell
117
-164
-58% -$20.2K ﹤0.01% 934
2026
Q1 		$35.8K Sell
281
-59
-17% -$8.02K 0.01% 497
2025
Q4 		$45K Sell
340
-107
-24% -$15.7K 0.01% 361
2025
Q3 		$67K Hold
447
– – 0.02% 253
2025
Q2 		$58.8K Buy
447
+102
+30% +$12.6K 0.02% 183
2025
Q1 		$41.3K Sell
345
-34
-9% -$4.38K 0.02% 223
2024
Q4 		$50.1K Buy
379
+42
+12% +$5.78K 0.02% 163
2024
Q3 		$43.7K Buy
+337
New +$40.6K 0.02% 161
2023
Q2 		– Sell
-24
Closed -$2.35K – 833
2023
Q1 		$2.35K Buy
+24
New +$2.4K ﹤0.01% 327

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

True Wealth Design's J Position: Q2 2026 in Review

True Wealth Design reduced its Jacobs Solutions (J) stake by 58% in Q2 2026, selling an estimated $20.2K and leaving 117 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

True Wealth Design first reported a position in J in Q1 2023 and has held it in 9 quarters since. The position peaked at $67K in Q3 2025. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • True Wealth Design held 117 shares of Jacobs Solutions worth $14.7K as of Q2 2026.
  • True Wealth Design sold 164 Jacobs Solutions shares in Q2 2026, an estimated $20.2K.
  • Jacobs Solutions made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #934 holding.
  • True Wealth Design first reported a position in Jacobs Solutions in Q1 2023 and has held it in 9 quarters since.
  • True Wealth Design's Jacobs Solutions position peaked at $67K in Q3 2025.
  • 866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.