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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
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 $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

Wealth Alliance's J Position: Q1 2026 in Review

Wealth Alliance reduced its Jacobs Solutions (J) stake by 0.5% in Q1 2026, selling an estimated $2.31K and leaving 3,383 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #325.

Wealth Alliance first reported a position in J in Q3 2024 and has held it in 7 quarters since. The position peaked at $515K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Wealth Alliance held 3,383 shares of Jacobs Solutions worth $431K as of Q1 2026.
  • Wealth Alliance sold 17 Jacobs Solutions shares in Q1 2026, an estimated $2.31K.
  • Jacobs Solutions made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #325 holding.
  • Wealth Alliance first reported a position in Jacobs Solutions in Q3 2024 and has held it in 7 quarters since.
  • Wealth Alliance's Jacobs Solutions position peaked at $515K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.