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Whitaker-Myers Wealth Managers’s Jacobs Solutions J Stock Holding History

Whitaker-Myers Wealth Managers’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
-5,223
Closed -$783K – 121
2025
Q3 		$783K Buy
+5,223
New +$751K 0.17% 76

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.26T AUM 61.52% 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 $65.2B AUM 39.42% 1-Year Est. Return

Whitaker-Myers Wealth Managers's J Position: Q4 2025 in Review

Whitaker-Myers Wealth Managers sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 5,223 shares — an estimated $783K sold.

Whitaker-Myers Wealth Managers first reported a position in J in Q3 2025 and held it in 1 quarter. The position peaked at $783K in Q3 2025. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 5,223 Jacobs Solutions shares in Q4 2025, an estimated $783K.
  • Whitaker-Myers Wealth Managers first reported a position in Jacobs Solutions in Q3 2025 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Jacobs Solutions position peaked at $783K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2025, filed 22 Jan 2026.