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Valued Wealth Advisors’s Jacobs Solutions J Stock Holding History

Valued Wealth 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
Q2 		$378 Hold
3
– – ﹤0.01% 862
2026
Q1 		$382 Hold
3
– – ﹤0.01% 683
2025
Q4 		$398 Hold
3
– – ﹤0.01% 560
2025
Q3 		$450 Hold
3
– – ﹤0.01% 527
2025
Q2 		$395 Hold
3
– – ﹤0.01% 535
2025
Q1 		$363 Hold
3
– – ﹤0.01% 576
2024
Q4 		$401 Hold
3
– – ﹤0.01% 568
2024
Q3 		$393 Sell
3
-1
-25% -$121 ﹤0.01% 550
2024
Q2 		$420 Hold
4
– – ﹤0.01% 512
2024
Q1 		$462 Hold
4
– – ﹤0.01% 500
2023
Q4 		$410 Buy
+4
New +$435 ﹤0.01% 446

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

Valued Wealth Advisors's J Position: Q2 2026 in Review

Valued Wealth Advisors held its Jacobs Solutions (J) position steady in Q2 2026 at 3 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Valued Wealth Advisors first reported a position in J in Q4 2023 and has held it in 11 quarters since. The position peaked at $462 in Q1 2024. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Valued Wealth Advisors held 3 shares of Jacobs Solutions worth $378 as of Q2 2026.
  • Valued Wealth Advisors left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #862 holding.
  • Valued Wealth Advisors first reported a position in Jacobs Solutions in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Jacobs Solutions position peaked at $462 in Q1 2024.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.