TwinBeech Capital’s Jacobs Solutions J Stock Holding History

TwinBeech Capital’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	–	Sell	-2,270	Closed	-$289K	–	530
2026 Q1	$289K	Sell	2,270 -81,505	-97%	-$11.1M	0.03%	456
2025 Q4	$11.1M	Buy	+83,775	New	+$12.3M	0.79%	28
2025 Q2	–	Sell	-177,625	Closed	-$21.3M	–	818
2025 Q1	$21.3M	Buy	+177,625	New	+$22.9M	0.39%	76
2024 Q3	–	Sell	-42,781	Closed	-$4.94M	–	775
2024 Q2	$4.94M	Buy	42,781 +31,776	+289%	+$3.73M	0.1%	231
2024 Q1	$1.4M	Sell	11,005 -17,279	-61%	-$2.03M	0.03%	385
2023 Q4	$3.04M	Buy	+28,284	New	+$3.08M	0.05%	344
2023 Q3	–	Sell	-170,422	Closed	-$16.8M	–	766
2023 Q2	$16.8M	Buy	170,422 +167,337	+5,424%	+$16M	0.33%	95
2023 Q1	$300K	Sell	3,085 -45,911	-94%	-$4.58M	0.01%	547
2022 Q4	$4.87M	Buy	+48,996	New	+$4.81M	0.09%	263
2022 Q3	–	Sell	-17,855	Closed	-$1.88M	–	719
2022 Q2	$1.88M	Buy	+17,855	New	+$2M	0.08%	227
2022 Q1	–	Sell	-56,425	Closed	-$6.5M	–	620
2021 Q4	$6.5M	Buy	+56,425	New	+$6.52M	0.37%	80

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TwinBeech Capital's J Position: Q2 2026 in Review

TwinBeech Capital sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 2,270 shares — an estimated $289K sold.

TwinBeech Capital first reported a position in J in Q4 2021 and held it in 11 quarters. The position peaked at $21.3M in Q1 2025. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

TwinBeech Capital reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 2,270 Jacobs Solutions shares in Q2 2026, an estimated $289K.
TwinBeech Capital first reported a position in Jacobs Solutions in Q4 2021 and held it in 11 quarters.
TwinBeech Capital's Jacobs Solutions position peaked at $21.3M in Q1 2025.
871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.