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Waverly Advisors’s Jacobs Solutions J Stock Holding History

Waverly 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
Q1 		$661K Buy
5,192
+168
+3% +$22.8K ﹤0.01% 958
2025
Q4 		$665K Buy
5,024
+1,186
+31% +$174K 0.01% 892
2025
Q3 		$575K Buy
3,838
+273
+8% +$39.2K 0.01% 805
2025
Q2 		$469K Buy
3,565
+1,076
+43% +$133K 0.01% 817
2025
Q1 		$298K Buy
2,489
+442
+22% +$56.9K ﹤0.01% 925
2024
Q4 		$271K Buy
2,047
+250
+14% +$34.4K ﹤0.01% 850
2024
Q3 		$233K Buy
1,797
+26
+1% +$3.13K ﹤0.01% 742
2024
Q2 		$205K Buy
1,771
+11
+0.6% +$1.29K ﹤0.01% 765
2024
Q1 		$224K Buy
+1,760
New +$206K 0.01% 636
2023
Q4 		– Sell
-2,002
Closed -$226K – 450
2023
Q3 		$226K Buy
+2,002
New +$216K 0.01% 369
2014
Q4 		– Sell
-2,448
Closed -$99K – 546
2014
Q3 		$99K Hold
2,448
– – 0.05% 138
2014
Q2 		$108K Hold
2,448
– – 0.04% 139
2014
Q1 		$129K Sell
2,448
-1,330
-35% -$68.5K 0.06% 125
2013
Q4 		$197K Buy
3,778
+2,448
+184% +$121K 0.07% 152
2013
Q3 		$64K Buy
+1,330
New +$64.7K 0.03% 209

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Waverly Advisors's J Position: Q1 2026 in Review

Waverly Advisors increased its Jacobs Solutions (J) stake by 3.3% in Q1 2026, buying an estimated $22.8K and bringing the position to 5,192 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Waverly Advisors first reported a position in J in Q3 2013 and has held it in 15 quarters since. The position peaked at $665K in Q4 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Waverly Advisors held 5,192 shares of Jacobs Solutions worth $661K as of Q1 2026.
  • Waverly Advisors bought 168 Jacobs Solutions shares in Q1 2026, an estimated $22.8K.
  • Jacobs Solutions made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #958 holding.
  • Waverly Advisors first reported a position in Jacobs Solutions in Q3 2013 and has held it in 15 quarters since.
  • Waverly Advisors's Jacobs Solutions position peaked at $665K in Q4 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.