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Wealthspire Advisors (New York)’s Jacobs Solutions J Stock Holding History

Wealthspire Advisors (New York)’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
-1,908
Closed -$253K – 1025
2025
Q4 		$253K Buy
1,908
+357
+23% +$52.4K ﹤0.01% 877
2025
Q3 		$232K Sell
1,551
-66
-4% -$9.48K ﹤0.01% 747
2025
Q2 		$213K Buy
+1,617
New +$199K ﹤0.01% 773
2025
Q1 		– Sell
-1,586
Closed -$210K – 812
2024
Q4 		$210K Buy
+1,586
New +$218K ﹤0.01% 737
2024
Q3 		– Sell
-1,754
Closed -$203K – 763
2024
Q2 		$203K Buy
1,754
+23
+1% +$2.7K ﹤0.01% 621
2024
Q1 		$220K Buy
+1,731
New +$203K ﹤0.01% 579
2023
Q4 		– Sell
-2,409
Closed -$272K – 652
2023
Q3 		$272K Sell
2,409
-4,202
-64% -$453K ﹤0.01% 502
2023
Q2 		$650K Sell
6,611
-2
-0% -$191 0.01% 319
2023
Q1 		$643K Sell
6,613
-757
-10% -$75.5K 0.01% 316
2022
Q4 		$732K Buy
+7,370
New +$724K 0.01% 310
2021
Q2 		– Sell
-2,428
Closed -$260K – 522
2021
Q1 		$260K Buy
2,428
+110
+5% +$10.5K 0.01% 600
2020
Q4 		$209K Buy
+2,318
New +$196K 0.01% 540
2020
Q2 		– Sell
-8,512
Closed -$558K – 415
2020
Q1 		$558K Buy
+8,512
New +$640K 0.02% 276
2019
Q1 		– Sell
-110
Closed -$5K – 429
2018
Q4 		$5K Buy
+110
New +$6.29K ﹤0.01% 644

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s J Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 1,908 shares — an estimated $253K sold.

Wealthspire Advisors (New York) first reported a position in J in Q4 2018 and held it in 14 quarters. The position peaked at $732K in Q4 2022. 915 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,908 Jacobs Solutions shares in Q1 2026, an estimated $253K.
  • Wealthspire Advisors (New York) first reported a position in Jacobs Solutions in Q4 2018 and held it in 14 quarters.
  • Wealthspire Advisors (New York)'s Jacobs Solutions position peaked at $732K in Q4 2022.
  • 915 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.