VWM
J icon

Venturi Wealth Management’s Jacobs Solutions J Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-795
Closed -$105K – 1233
2024
Q4 		$105K Buy
795
+679
+585% +$93.5K 0.01% 748
2024
Q3 		$15.1K Buy
116
+33
+40% +$3.98K ﹤0.01% 1099
2024
Q2 		$9.64K Buy
83
+60
+261% +$7.04K ﹤0.01% 1111
2024
Q1 		$2.92K Hold
23
– – ﹤0.01% 1192
2023
Q4 		$2.47K Buy
23
+8
+53% +$871 ﹤0.01% 1168
2023
Q3 		$1.64K Buy
15
+10
+200% +$1.08K ﹤0.01% 1212
2023
Q2 		$476 Buy
+5
New +$477 ﹤0.01% 1080

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Venturi Wealth Management's J Position: Q1 2025 in Review

Venturi Wealth Management sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 795 shares — an estimated $105K sold.

Venturi Wealth Management first reported a position in J in Q2 2023 and held it in 7 quarters. The position peaked at $105K in Q4 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Venturi Wealth Management reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 795 Jacobs Solutions shares in Q1 2025, an estimated $105K.
  • Venturi Wealth Management first reported a position in Jacobs Solutions in Q2 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Jacobs Solutions position peaked at $105K in Q4 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.