Whitney & Co’s Jacobs Solutions J Stock Holding History

Whitney & Co’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 Q2	$215K	Hold	1,710	–	–	0.02%	172
2026 Q1	$218K	Sell	1,710 -190	-10%	-$25.8K	0.02%	162
2025 Q4	$252K	Hold	1,900	–	–	0.02%	156
2025 Q3	$285K	Hold	1,900	–	–	0.03%	119
2025 Q2	$250K	Sell	1,900 -19	-1%	-$2.34K	0.02%	122
2025 Q1	$230K	Hold	1,919	–	–	0.02%	121
2024 Q4	$254K	Hold	1,919	–	–	0.03%	114
2024 Q3	$249K	Sell	1,919 -378	-16%	-$45.6K	0.03%	116
2024 Q2	$265K	Hold	2,297	–	–	0.03%	106
2024 Q1	$292K	Sell	2,297 -121	-5%	-$14.2K	0.03%	109
2023 Q4	$260K	Hold	2,418	–	–	0.03%	108
2023 Q3	$273K	Hold	2,418	–	–	0.04%	109
2023 Q2	$238K	Hold	2,418	–	–	0.03%	111
2023 Q1	$235K	Hold	2,418	–	–	0.04%	114
2022 Q4	$240K	Hold	2,418	–	–	0.04%	112
2022 Q3	$217K	Hold	2,418	–	–	0.04%	119
2022 Q2	$254K	Hold	2,418	–	–	0.05%	108
2022 Q1	$276K	Hold	2,418	–	–	0.04%	116
2021 Q4	$278K	Hold	2,418	–	–	0.04%	116
2021 Q3	$265K	Hold	2,418	–	–	0.04%	117
2021 Q2	$267K	Hold	2,418	–	–	0.04%	113
2021 Q1	$259K	Hold	2,418	–	–	0.05%	113
2020 Q4	$218K	Buy	+2,418	New	+$205K	0.04%	116
2018 Q4	–	Sell	-2,418	Closed	-$159K	–	276
2018 Q3	$159K	Hold	2,418	–	–	0.04%	120
2018 Q2	$127K	Hold	2,418	–	–	0.03%	121
2018 Q1	$118K	Buy	+2,418	New	+$128K	0.03%	125

Other funds holding J

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Whitney & Co's J Position: Q2 2026 in Review

Whitney & Co held its Jacobs Solutions (J) position steady in Q2 2026 at 1,710 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #172.

Whitney & Co first reported a position in J in Q1 2018 and has held it in 26 quarters since. The position peaked at $292K in Q1 2024. 333 funds tracked by Wall St. Rank hold J as of Q2 2026.

Whitney & Co held 1,710 shares of Jacobs Solutions worth $215K as of Q2 2026.
Whitney & Co left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #172 holding.
Whitney & Co first reported a position in Jacobs Solutions in Q1 2018 and has held it in 26 quarters since.
Whitney & Co's Jacobs Solutions position peaked at $292K in Q1 2024.
333 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.