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Wealth Preservation Advisors’s Jacobs Solutions J Stock Holding History

Wealth Preservation 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 		– Sell
-16
Closed -$2.12K – 1113
2025
Q4 		$2.12K Sell
16
-4
-20% -$587 ﹤0.01% 517
2025
Q3 		$3K Hold
20
– – ﹤0.01% 441
2025
Q2 		$2.63K Hold
20
– – ﹤0.01% 448
2025
Q1 		$2.42K Buy
+20
New +$2.58K ﹤0.01% 455

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
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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealth Preservation Advisors's J Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 16 shares — an estimated $2.12K sold.

Wealth Preservation Advisors first reported a position in J in Q1 2025 and held it in 4 quarters. The position peaked at $3K in Q3 2025. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 16 Jacobs Solutions shares in Q1 2026, an estimated $2.12K.
  • Wealth Preservation Advisors first reported a position in Jacobs Solutions in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Jacobs Solutions position peaked at $3K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

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