United Asset Strategies’s Jacobs Solutions J Stock Holding History

United Asset Strategies’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	$2.57M	Buy	20,425 +538	+3%	+$66.2K	0.18%	93
2026 Q1	$2.53M	Buy	19,887 +559	+3%	+$76K	0.2%	86
2025 Q4	$2.56M	Buy	19,328 +652	+3%	+$95.6K	0.2%	82
2025 Q3	$2.8M	Sell	18,676 -223	-1%	-$32K	0.22%	76
2025 Q2	$2.48M	Sell	18,899 -584	-3%	-$72K	0.21%	85
2025 Q1	$2.33M	Sell	19,483 -15,364	-44%	-$1.98M	0.22%	89
2024 Q4	$4.61M	Buy	34,847 +5,785	+20%	+$796K	0.42%	59
2024 Q3	$3.77M	Sell	29,062 -5,603	-16%	-$675K	0.35%	63
2024 Q2	$4.01M	Buy	34,665 +78	+0.2%	+$9.15K	0.4%	61
2024 Q1	$4.4M	Sell	34,587 -1,617	-4%	-$190K	0.44%	59
2023 Q4	$3.89M	Sell	36,204 -740	-2%	-$80.6K	0.44%	60
2023 Q3	$4.17M	Buy	36,944 +15,890	+75%	+$1.71M	0.54%	49
2023 Q2	$2.07M	Sell	21,054 -58	-0.3%	-$5.53K	0.26%	84
2023 Q1	$2.05M	Sell	21,112 -1,201	-5%	-$120K	0.27%	77
2022 Q4	$2.22M	Sell	22,313 -2,711	-11%	-$266K	0.31%	74
2022 Q3	$2.25M	Sell	25,024 -106,501	-81%	-$11M	0.35%	70
2022 Q2	$13.8M	Sell	131,525 -3,093	-2%	-$346K	2.02%	8
2022 Q1	$15.3M	Buy	134,618 +5,699	+4%	+$611K	1.95%	10
2021 Q4	$14.8M	Buy	128,919 +1,190	+0.9%	+$138K	1.77%	14
2021 Q3	$14M	Buy	127,729 +2,544	+2%	+$281K	1.81%	16
2021 Q2	$13.8M	Buy	125,185 +6,890	+6%	+$779K	1.84%	17
2021 Q1	$12.6M	Buy	118,295 +6,205	+6%	+$592K	1.83%	14
2020 Q4	$10.1M	Buy	112,090 +68,035	+154%	+$5.77M	1.59%	18
2020 Q3	$3.38M	Buy	44,055 +3,231	+8%	+$236K	0.62%	51
2020 Q2	$2.86M	Buy	40,824 +2,044	+5%	+$138K	0.56%	55
2020 Q1	$2.54M	Sell	38,780 -33,711	-47%	-$2.54M	0.63%	46
2019 Q4	$5.39M	Buy	72,491 +2,000	+3%	+$151K	1.05%	37
2019 Q3	$5.33M	Sell	70,491 -359	-0.5%	-$25.7K	1.17%	30
2019 Q2	$4.95M	Sell	70,850 -708	-1%	-$45.7K	1.14%	30
2019 Q1	$4.45M	Buy	71,558 +25,285	+55%	+$1.42M	1.05%	31
2018 Q4	$2.24M	Buy	46,273 +2,577	+6%	+$147K	0.61%	51
2018 Q3	$2.77M	Buy	43,696 +277	+0.6%	+$16.3K	0.65%	54
2018 Q2	$2.28M	Buy	43,419 +6,356	+17%	+$327K	0.6%	54
2018 Q1	$1.81M	Sell	37,063 -37,857	-51%	-$2M	0.53%	57
2017 Q4	$4.09M	Sell	74,920 -655	-0.9%	-$33.6K	1.1%	27
2017 Q3	$3.64M	Sell	75,575 -9,123	-11%	-$408K	2.07%	17
2017 Q2	$3.81M	Buy	84,698 +52,729	+165%	+$2.34M	1.13%	36
2017 Q1	$1.46M	Sell	31,969 -26,787	-46%	-$1.27M	0.45%	62
2016 Q4	$2.77M	Buy	58,756 +52,082	+780%	+$2.4M	0.9%	41
2016 Q3	$285K	Sell	6,674 -1,299	-16%	-$56.3K	0.1%	110
2016 Q2	$328K	Sell	7,973 -91	-1%	-$3.59K	0.12%	104
2016 Q1	$290K	Sell	8,064 -768	-9%	-$25.1K	0.13%	102
2015 Q4	$306K	Sell	8,832 -580	-6%	-$19.9K	0.13%	109
2015 Q3	$291K	Sell	9,412 -68,778	-88%	-$2.3M	0.13%	103
2015 Q2	$2.63M	Buy	+78,190	New	+$2.86M	1.17%	31

Other funds holding J

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

United Asset Strategies's J Position: Q2 2026 in Review

United Asset Strategies increased its Jacobs Solutions (J) stake by 2.7% in Q2 2026, buying an estimated $66.2K and bringing the position to 20,425 shares worth $2.57M. The position accounts for 0.18% of the portfolio, ranked #93.

United Asset Strategies first reported a position in J in Q2 2015 and has held it in 45 quarters since. The position peaked at $15.3M in Q1 2022. 469 funds tracked by Wall St. Rank hold J as of Q2 2026.

United Asset Strategies held 20,425 shares of Jacobs Solutions worth $2.57M as of Q2 2026.
United Asset Strategies bought 538 Jacobs Solutions shares in Q2 2026, an estimated $66.2K.
Jacobs Solutions made up 0.18% of United Asset Strategies's portfolio in Q2 2026, its #93 holding.
United Asset Strategies first reported a position in Jacobs Solutions in Q2 2015 and has held it in 45 quarters since.
United Asset Strategies's Jacobs Solutions position peaked at $15.3M in Q1 2022.
469 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.