TrueWealth Advisors’s Jacobs Solutions J Stock Holding History

TrueWealth Advisors’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 Q1	–	Sell	-1,655	Closed	-$219K	–	241
2025 Q4	$219K	Sell	1,655 -3,253	-66%	-$477K	0.06%	226
2025 Q3	$736K	Buy	+4,908	New	+$705K	0.2%	98

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TrueWealth Advisors's J Position: Q1 2026 in Review

TrueWealth Advisors sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 1,655 shares — an estimated $219K sold.

TrueWealth Advisors first reported a position in J in Q3 2025 and held it in 2 quarters. The position peaked at $736K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

TrueWealth Advisors reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
TrueWealth Advisors sold 1,655 Jacobs Solutions shares in Q1 2026, an estimated $219K.
TrueWealth Advisors first reported a position in Jacobs Solutions in Q3 2025 and held it in 2 quarters.
TrueWealth Advisors's Jacobs Solutions position peaked at $736K in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.