Two Point Capital Management’s Jacobs Solutions J Stock Holding History

Two Point Capital Management’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	$9.73M	Sell	76,460 -458	-0.6%	-$62.3K	4.25%	10
2025 Q4	$10.2M	Sell	76,918 -98	-0.1%	-$14.4K	4.13%	10
2025 Q3	$11.5M	Sell	77,016 -1,254	-2%	-$180K	4.64%	8
2025 Q2	$10.3M	Buy	+78,270	New	+$9.65M	4.38%	11
2024 Q4	$13.4M	Buy	96,107 +4	+0%	+$551	4.8%	8
2024 Q3	$12.5M	Sell	96,103 -17,794	-16%	-$2.14M	4.55%	8
2024 Q2	$13.2M	Buy	113,897 +532	+0.5%	+$62.4K	5.3%	6
2024 Q1	$14.4M	Buy	113,365 +2,533	+2%	+$297K	5.93%	4
2023 Q4	$11.9M	Buy	110,832 +773	+0.7%	+$84.2K	5.43%	6
2023 Q3	$12.4M	Buy	110,059 +291	+0.3%	+$31.4K	6.85%	5
2023 Q2	$10.8M	Buy	109,768 +1,188	+1%	+$113K	5.63%	6
2023 Q1	$10.6M	Sell	108,580 -12	-0%	-$1.2K	6.21%	5
2022 Q4	$10.8M	Buy	+108,592	New	+$10.7M	6.96%	4

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

Two Point Capital Management's J Position: Q1 2026 in Review

Two Point Capital Management reduced its Jacobs Solutions (J) stake by 0.6% in Q1 2026, selling an estimated $62.3K and leaving 76,460 shares worth $9.73M. The position accounts for 4.25% of the portfolio, ranked #10.

Two Point Capital Management first reported a position in J in Q4 2022 and has held it in 13 quarters since. The position peaked at $14.4M in Q1 2024. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Two Point Capital Management held 76,460 shares of Jacobs Solutions worth $9.73M as of Q1 2026.
Two Point Capital Management sold 458 Jacobs Solutions shares in Q1 2026, an estimated $62.3K.
Jacobs Solutions made up 4.25% of Two Point Capital Management's portfolio in Q1 2026, its #10 holding.
Two Point Capital Management first reported a position in Jacobs Solutions in Q4 2022 and has held it in 13 quarters since.
Two Point Capital Management's Jacobs Solutions position peaked at $14.4M in Q1 2024.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.