Werlinich Asset Management’s Jacobs Solutions J Stock Holding History

Werlinich Asset Management’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	$1.65M	Buy	+13,115	New	+$1.61M	0.63%	38

Other funds holding J

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Werlinich Asset Management's J Position: Q2 2026 in Review

Werlinich Asset Management opened a new position in Jacobs Solutions (J) in Q2 2026: 13,115 shares worth $1.65M. The stake represents 0.63% of the portfolio and ranks #38 among its holdings.

141 funds tracked by Wall St. Rank hold J as of Q2 2026.

Werlinich Asset Management held 13,115 shares of Jacobs Solutions worth $1.65M as of Q2 2026.
Jacobs Solutions was a new Werlinich Asset Management position in Q2 2026.
Jacobs Solutions made up 0.63% of Werlinich Asset Management's portfolio in Q2 2026, its #38 holding.
141 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Werlinich Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.