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TruWealth Advisors’s Jacobs Solutions J Stock Holding History

TruWealth 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 		$212K Sell
1,665
-47
-3% -$6.39K 0.01% 174
2025
Q4 		$227K Hold
1,712
– – 0.01% 169
2025
Q3 		$257K Hold
1,712
– – 0.01% 160
2025
Q2 		$225K Buy
+1,712
New +$211K 0.01% 162
2025
Q1 		– Sell
-1,640
Closed -$217K – 167
2024
Q4 		$217K Hold
1,640
– – 0.01% 153
2024
Q3 		$213K Sell
1,640
-323
-16% -$38.9K 0.01% 154
2024
Q2 		$227K Hold
1,963
– – 0.02% 153
2024
Q1 		$250K Hold
1,963
– – 0.02% 144
2023
Q4 		$211K Hold
1,963
– – 0.02% 146
2023
Q3 		$222K Buy
+1,963
New +$212K 0.02% 138
2022
Q3 		– Sell
-1,963
Closed -$206K – 139
2022
Q2 		$206K Buy
+1,963
New +$220K 0.02% 130

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TruWealth Advisors's J Position: Q1 2026 in Review

TruWealth Advisors reduced its Jacobs Solutions (J) stake by 2.7% in Q1 2026, selling an estimated $6.39K and leaving 1,665 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #174.

TruWealth Advisors first reported a position in J in Q2 2022 and has held it in 11 quarters since. The position peaked at $257K in Q3 2025. 915 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • TruWealth Advisors held 1,665 shares of Jacobs Solutions worth $212K as of Q1 2026.
  • TruWealth Advisors sold 47 Jacobs Solutions shares in Q1 2026, an estimated $6.39K.
  • Jacobs Solutions made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #174 holding.
  • TruWealth Advisors first reported a position in Jacobs Solutions in Q2 2022 and has held it in 11 quarters since.
  • TruWealth Advisors's Jacobs Solutions position peaked at $257K in Q3 2025.
  • 915 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

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