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Visionary Wealth Advisors’s Jacobs Solutions J Stock Holding History

Visionary 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 		$265K Sell
2,104
-142
-6% -$17.5K 0.01% 582
2026
Q1 		$286K Buy
2,246
+5
+0.2% +$680 0.01% 531
2025
Q4 		$297K Sell
2,241
-59
-3% -$8.65K 0.01% 500
2025
Q3 		$345K Buy
2,300
+357
+18% +$51.3K 0.02% 468
2025
Q2 		$255K Buy
1,943
+171
+10% +$21.1K 0.01% 500
2025
Q1 		$212K Buy
1,772
+6
+0.3% +$772 0.01% 511
2024
Q4 		$234K Buy
1,766
+4
+0.2% +$551 0.01% 492
2024
Q3 		$228K Sell
1,762
-334
-16% -$40.3K 0.01% 491
2024
Q2 		$242K Buy
2,096
+4
+0.2% +$469 0.02% 453
2024
Q1 		$266K Sell
2,092
-105
-5% -$12.3K 0.02% 418
2023
Q4 		$236K Buy
2,197
+4
+0.2% +$435 0.02% 432
2023
Q3 		$248K Buy
2,193
+65
+3% +$7K 0.02% 398
2023
Q2 		$209K Buy
2,128
+5
+0.2% +$477 0.02% 427
2023
Q1 		$206K Buy
2,123
+52
+3% +$5.19K 0.02% 419
2022
Q4 		$206K Buy
+2,071
New +$203K 0.02% 388
2022
Q3 		– Sell
-2,066
Closed -$217K – 430
2022
Q2 		$217K Buy
2,066
+3
+0.1% +$336 0.02% 383
2022
Q1 		$235K Buy
+2,063
New +$221K 0.02% 378

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

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

Visionary Wealth Advisors reduced its Jacobs Solutions (J) stake by 6.3% in Q2 2026, selling an estimated $17.5K and leaving 2,104 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #582.

Visionary Wealth Advisors first reported a position in J in Q1 2022 and has held it in 17 quarters since. The position peaked at $345K in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Visionary Wealth Advisors held 2,104 shares of Jacobs Solutions worth $265K as of Q2 2026.
  • Visionary Wealth Advisors sold 142 Jacobs Solutions shares in Q2 2026, an estimated $17.5K.
  • Jacobs Solutions made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #582 holding.
  • Visionary Wealth Advisors first reported a position in Jacobs Solutions in Q1 2022 and has held it in 17 quarters since.
  • Visionary Wealth Advisors's Jacobs Solutions position peaked at $345K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.