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Westover Capital Advisors’s Jacobs Solutions J Stock Holding History

Westover Capital 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 		$1.76M Sell
13,793
-783
-5% -$106K 0.32% 64
2025
Q4 		$1.93M Sell
14,576
-109
-0.7% -$16K 0.35% 58
2025
Q3 		$2.2M Sell
14,685
-197
-1% -$28.3K 0.41% 54
2025
Q2 		$1.96M Sell
14,882
-508
-3% -$62.6K 0.39% 56
2025
Q1 		$1.84M Sell
15,390
-88
-0.6% -$11.3K 0.41% 54
2024
Q4 		$2.05M Sell
15,478
-392
-2% -$54K 0.45% 51
2024
Q3 		$2.06M Sell
15,870
-3,232
-17% -$389K 0.4% 52
2024
Q2 		$2.21M Buy
19,102
+84
+0.4% +$9.85K 0.57% 47
2024
Q1 		$2.42M Sell
19,018
-405
-2% -$47.5K 0.71% 41
2023
Q4 		$2.09M Buy
19,423
+2,332
+14% +$254K 0.68% 42
2023
Q3 		$1.93M Sell
17,091
-437
-2% -$47.1K 0.7% 40
2023
Q2 		$1.72M Sell
17,528
-731
-4% -$69.7K 0.6% 46
2023
Q1 		$1.77M Sell
18,259
-1,147
-6% -$114K 0.66% 43
2022
Q4 		$1.93M Sell
19,406
-825
-4% -$81K 0.76% 39
2022
Q3 		$1.82M Sell
20,231
-1,026
-5% -$106K 0.69% 46
2022
Q2 		$2.23M Sell
21,257
-465
-2% -$52K 0.82% 34
2022
Q1 		$2.48M Sell
21,722
-586
-3% -$62.9K 0.77% 36
2021
Q4 		$2.57M Sell
22,308
-2,089
-9% -$241K 0.75% 41
2021
Q3 		$2.67M Sell
24,397
-507
-2% -$56K 0.84% 33
2021
Q2 		$2.75M Sell
24,904
-188
-0.7% -$21.3K 0.88% 32
2021
Q1 		$2.68M Sell
25,092
-18
-0.1% -$1.72K 0.92% 33
2020
Q4 		$2.26M Sell
25,110
-40
-0.2% -$3.39K 0.82% 34
2020
Q3 		$1.93M Buy
25,150
+5,849
+30% +$427K 0.79% 37
2020
Q2 		$1.35M Buy
+19,301
New +$1.3M 0.63% 47
2017
Q2 		– Sell
-20,609
Closed -$942K – 114
2017
Q1 		$942K Buy
+20,609
New +$975K 0.63% 53

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return

Westover Capital Advisors's J Position: Q1 2026 in Review

Westover Capital Advisors reduced its Jacobs Solutions (J) stake by 5.4% in Q1 2026, selling an estimated $106K and leaving 13,793 shares worth $1.76M. The position accounts for 0.32% of the portfolio, ranked #64.

Westover Capital Advisors first reported a position in J in Q1 2017 and has held it in 25 quarters since. The position peaked at $2.75M in Q2 2021. 913 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Westover Capital Advisors held 13,793 shares of Jacobs Solutions worth $1.76M as of Q1 2026.
  • Westover Capital Advisors sold 783 Jacobs Solutions shares in Q1 2026, an estimated $106K.
  • Jacobs Solutions made up 0.32% of Westover Capital Advisors's portfolio in Q1 2026, its #64 holding.
  • Westover Capital Advisors first reported a position in Jacobs Solutions in Q1 2017 and has held it in 25 quarters since.
  • Westover Capital Advisors's Jacobs Solutions position peaked at $2.75M in Q2 2021.
  • 913 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.