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Whalen Wealth Management’s Jacobs Solutions J Stock Holding History

Whalen Wealth 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
2025
Q4 		– Sell
-5,911
Closed -$886K – 210
2025
Q3 		$886K Buy
5,911
+4,010
+211% +$576K 0.52% 47
2025
Q2 		$250K Buy
+1,901
New +$234K 0.16% 174
2024
Q1 		– Sell
-3,865
Closed -$415K – 141
2023
Q4 		$415K Buy
+3,865
New +$421K 0.37% 70

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Whalen Wealth Management's J Position: Q4 2025 in Review

Whalen Wealth Management sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 5,911 shares — an estimated $886K sold.

Whalen Wealth Management first reported a position in J in Q4 2023 and held it in 3 quarters. The position peaked at $886K in Q3 2025. 925 funds tracked by Wall St. Rank hold J as of Q4 2025.

  • Whalen Wealth Management reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 5,911 Jacobs Solutions shares in Q4 2025, an estimated $886K.
  • Whalen Wealth Management first reported a position in Jacobs Solutions in Q4 2023 and held it in 3 quarters.
  • Whalen Wealth Management's Jacobs Solutions position peaked at $886K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.