West Oak Capital’s Jacobs Solutions J Stock Holding History

West Oak Capital’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
2025 Q3	$1.44M	Sell	9,609 -301	-3%	-$43.3K	0.57%	54
2025 Q2	$1.3M	Buy	+9,910	New	+$1.22M	0.51%	55

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

West Oak Capital's J Position: Q3 2025 in Review

West Oak Capital reduced its Jacobs Solutions (J) stake by 3% in Q3 2025, selling an estimated $43.3K and leaving 9,609 shares worth $1.44M. The position accounts for 0.57% of the portfolio, ranked #54.

West Oak Capital first reported a position in J in Q2 2025 and has held it in 2 quarters since. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.

West Oak Capital held 9,609 shares of Jacobs Solutions worth $1.44M as of Q3 2025.
West Oak Capital sold 301 Jacobs Solutions shares in Q3 2025, an estimated $43.3K.
Jacobs Solutions made up 0.57% of West Oak Capital's portfolio in Q3 2025, its #54 holding.
West Oak Capital first reported a position in Jacobs Solutions in Q2 2025 and has held it in 2 quarters since.
875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.