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United Financial Planning Group’s Jacobs Solutions J Stock Holding History

United Financial Planning Group’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 		$3.91K Hold
31
– – ﹤0.01% 413
2026
Q1 		$3.95K Buy
+31
New +$4.21K ﹤0.01% 356

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

United Financial Planning Group's J Position: Q2 2026 in Review

United Financial Planning Group held its Jacobs Solutions (J) position steady in Q2 2026 at 31 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

United Financial Planning Group first reported a position in J in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.95K in Q1 2026. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • United Financial Planning Group held 31 shares of Jacobs Solutions worth $3.91K as of Q2 2026.
  • United Financial Planning Group left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #413 holding.
  • United Financial Planning Group first reported a position in Jacobs Solutions in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's Jacobs Solutions position peaked at $3.95K in Q1 2026.
  • 871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.