RAFFA WEALTH MANAGEMENT, LLC’s Jacobs Solutions J Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$126	Sell	1 -1	-50%	-$123	﹤0.01%	1342
2026 Q1	$255	Buy	+2	New	+$272	﹤0.01%	1143
2021 Q2	–	Sell	-1,813	Closed	-$194K	–	1112
2021 Q1	$194K	Hold	1,813	–	–	0.07%	65
2020 Q4	$163K	Hold	1,813	–	–	0.06%	72
2020 Q3	$139K	Hold	1,813	–	–	0.05%	73
2020 Q2	$127K	Hold	1,813	–	–	0.05%	74
2020 Q1	$119K	Sell	1,813 -1,814	-50%	-$136K	0.04%	73
2019 Q4	$269K	Hold	3,627	–	–	0.09%	65
2019 Q3	$275K	Buy	+3,627	New	+$259K	0.1%	60
2019 Q2	–	Sell	-4,775	Closed	-$297K	–	1067
2019 Q1	$297K	Buy	4,775 +1,813	+61%	+$102K	0.12%	50
2018 Q4	$143K	Hold	2,962	–	–	0.05%	84
2018 Q3	$187K	Buy	2,962 +1,813	+158%	+$106K	0.07%	82
2018 Q2	$60.3K	Hold	1,149	–	–	0.02%	115
2018 Q1	$56.2K	Hold	1,149	–	–	0.02%	112
2017 Q4	$62.7K	Hold	1,149	–	–	0.02%	106
2017 Q3	$55.4K	Hold	1,149	–	–	0.02%	117
2017 Q2	$51.7K	Hold	1,149	–	–	0.02%	120
2017 Q1	$52.5K	Hold	1,149	–	–	0.03%	91
2016 Q4	$54.1K	Hold	1,149	–	–	0.03%	87
2016 Q3	$49.1K	Hold	1,149	–	–	0.03%	87
2016 Q2	$47.3K	Hold	1,149	–	–	0.03%	86
2016 Q1	$41.4K	Hold	1,149	–	–	0.02%	107
2015 Q4	$39.9K	Hold	1,149	–	–	0.02%	101
2015 Q3	$35.6K	Buy	1,149 +242	+27%	+$8.09K	0.02%	104
2015 Q2	$30.5K	Buy	907 +242	+36%	+$8.84K	0.02%	112
2015 Q1	$24.8K	Buy	+665	New	+$23.3K	0.01%	113

Other funds holding J

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's J Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Jacobs Solutions (J) stake by 50% in Q2 2026, selling an estimated $123 and leaving 1 share worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in J in Q1 2015 and has held it in 26 quarters since. The position peaked at $297K in Q1 2019. 229 funds tracked by Wall St. Rank hold J as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Jacobs Solutions worth $126 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 1 Jacobs Solutions share in Q2 2026, an estimated $123.
Jacobs Solutions made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1342 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Jacobs Solutions in Q1 2015 and has held it in 26 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Jacobs Solutions position peaked at $297K in Q1 2019.
229 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.