Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Jacobs Solutions J Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.7M Buy
141,917
+7,784
+6% +$957K 0.02% 534
2026
Q1 		$14M Buy
134,133
+1,837
+1% +$250K 0.03% 491
2025
Q4 		$18.2M Sell
132,296
-3,901
-3% -$572K 0.02% 505
2025
Q3 		$21.2M Buy
136,197
+2,553
+2% +$367K 0.03% 442
2025
Q2 		$17.7M Buy
133,644
+5,157
+4% +$636K 0.03% 459
2025
Q1 		$15.4M Buy
128,487
+3,485
+3% +$449K 0.03% 473
2024
Q4 		$16.5M Buy
125,002
+2,710
+2% +$373K 0.03% 417
2024
Q3 		$15.8M Sell
122,292
-20,786
-15% -$2.5M 0.03% 398
2024
Q2 		$16.5M Buy
143,078
+572
+0.4% +$67.1K 0.04% 363
2024
Q1 		$18.1M Sell
142,506
-2,288
-2% -$268K 0.05% 344
2023
Q4 		$15.5M Buy
144,794
+2,715
+2% +$296K 0.05% 349
2023
Q3 		$16M Buy
+142,079
New +$15.3M 0.05% 317
2019
Q2 		– Sell
-44,152
Closed -$2.93M – 230
2019
Q1 		$2.93M Buy
+44,152
New +$2.49M 0.17% 55
2018
Q4 		– Sell
-29,256
Closed -$1.76M – 184
2018
Q3 		$1.76M Buy
+29,256
New +$1.72M 0.11% 71

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 Enhancement Advisory Services's J Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Jacobs Solutions (J) stake by 5.8% in Q2 2026, buying an estimated $957K and bringing the position to 141,917 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #534.

Wealth Enhancement Advisory Services first reported a position in J in Q3 2018 and has held it in 14 quarters since. The position peaked at $21.2M in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Wealth Enhancement Advisory Services held 141,917 shares of Jacobs Solutions worth $14.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,784 Jacobs Solutions shares in Q2 2026, an estimated $957K.
  • Jacobs Solutions made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #534 holding.
  • Wealth Enhancement Advisory Services first reported a position in Jacobs Solutions in Q3 2018 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Jacobs Solutions position peaked at $21.2M in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.