WA
J icon

Wealth Alliance’s Jacobs Solutions J Stock Holding History

Wealth Alliance’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 		$463K Buy
3,678
+295
+9% +$36.3K 0.04% 331
2026
Q1 		$431K Sell
3,383
-17
-0.5% -$2.31K 0.04% 325
2025
Q4 		$450K Sell
3,400
-40
-1% -$5.87K 0.04% 327
2025
Q3 		$515K Sell
3,440
-180
-5% -$25.9K 0.05% 290
2025
Q2 		$476K Buy
3,620
+253
+8% +$31.2K 0.05% 298
2025
Q1 		$403K Buy
3,367
+168
+5% +$21.6K 0.05% 325
2024
Q4 		$423K Buy
3,199
+46
+1% +$6.33K 0.05% 294
2024
Q3 		$409K Buy
+3,153
New +$380K 0.05% 321

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

Wealth Alliance's J Position: Q2 2026 in Review

Wealth Alliance increased its Jacobs Solutions (J) stake by 8.7% in Q2 2026, buying an estimated $36.3K and bringing the position to 3,678 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #331.

Wealth Alliance first reported a position in J in Q3 2024 and has held it in 8 quarters since. The position peaked at $515K in Q3 2025. 874 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Wealth Alliance held 3,678 shares of Jacobs Solutions worth $463K as of Q2 2026.
  • Wealth Alliance bought 295 Jacobs Solutions shares in Q2 2026, an estimated $36.3K.
  • Jacobs Solutions made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #331 holding.
  • Wealth Alliance first reported a position in Jacobs Solutions in Q3 2024 and has held it in 8 quarters since.
  • Wealth Alliance's Jacobs Solutions position peaked at $515K in Q3 2025.
  • 874 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.