Whipplewood Advisors’s Jacobs Solutions J Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$756 Sell
6
-8
-57% -$984 ﹤0.01% 579
2026
Q1
$1.78K Buy
14
+7
+100% +$952 ﹤0.01% 787
2025
Q4
$927 Buy
+7
New +$1.03K ﹤0.01% 420
2025
Q3
– Sell
-21
Closed -$2.76K – 745
2025
Q2
$2.76K Sell
21
-358
-94% -$44.1K ﹤0.01% 817
2025
Q1
$2.54K Buy
379
+358
+1,705% +$46.1K ﹤0.01% 835
2024
Q4
$2.81K Buy
+21
New +$2.89K ﹤0.01% 811

Other funds holding J

Whipplewood Advisors's J Position: Q2 2026 in Review

Whipplewood Advisors reduced its Jacobs Solutions (J) stake by 57% in Q2 2026, selling an estimated $984 and leaving 6 shares worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Whipplewood Advisors first reported a position in J in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81K in Q4 2024. 879 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Whipplewood Advisors held 6 shares of Jacobs Solutions worth $756 as of Q2 2026.
  • Whipplewood Advisors sold 8 Jacobs Solutions shares in Q2 2026, an estimated $984.
  • Jacobs Solutions made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #579 holding.
  • Whipplewood Advisors first reported a position in Jacobs Solutions in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Jacobs Solutions position peaked at $2.81K in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.