Whittier Trust’s Jacobs Solutions J Stock Holding History

Whittier Trust’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	$439K	Sell	3,407 -744	-18%	-$91.5K	﹤0.01%	501
2026 Q1	$531K	Sell	4,151 -367	-8%	-$49.9K	0.01%	435
2025 Q4	$622K	Sell	4,518 -300	-6%	-$44K	0.01%	415
2025 Q3	$745K	Hold	4,818	–	–	0.01%	383
2025 Q2	$633K	Sell	4,818 -48	-1%	-$5.92K	0.01%	459
2025 Q1	$582K	Buy	4,866 +303	+7%	+$39K	0.01%	461
2024 Q4	$604K	Sell	4,563 -1,078	-19%	-$148K	0.01%	462
2024 Q3	$731K	Sell	5,641 -1,805	-24%	-$218K	0.01%	437
2024 Q2	$860K	Hold	7,446	–	–	0.01%	393
2024 Q1	$947K	Sell	7,446 -955	-11%	-$112K	0.01%	369
2023 Q4	$902K	Buy	8,401 +1,341	+19%	+$146K	0.01%	375
2023 Q3	$797K	Sell	7,060 -723	-9%	-$77.9K	0.01%	381
2023 Q2	$765K	Sell	7,783 -4	-0.1%	-$381	0.01%	397
2023 Q1	$757K	Buy	7,787 +4	+0.1%	+$399	0.01%	398
2022 Q4	$773K	Sell	7,783 -11	-0.1%	-$1.08K	0.02%	396
2022 Q3	$699K	Buy	7,794 +3,596	+86%	+$373K	0.01%	402
2022 Q2	$441K	Buy	4,198 +31	+0.7%	+$3.47K	0.01%	476
2022 Q1	$475K	Buy	4,167 +11	+0.3%	+$1.18K	0.01%	504
2021 Q4	$479K	Buy	4,156 +1,450	+54%	+$168K	0.01%	491
2021 Q3	$297K	Hold	2,706	–	–	0.01%	568
2021 Q2	$299K	Hold	2,706	–	–	0.01%	579
2021 Q1	$289K	Hold	2,706	–	–	0.01%	576
2020 Q4	$244K	Hold	2,706	–	–	0.01%	558
2020 Q3	$208K	Hold	2,706	–	–	0.01%	560
2020 Q2	$190K	Sell	2,706 -738	-21%	-$49.8K	0.01%	558
2020 Q1	$226K	Hold	3,444	–	–	0.01%	499
2019 Q4	$256K	Buy	3,444 +738	+27%	+$55.9K	0.01%	512
2019 Q3	$205K	Buy	2,706 +228	+9%	+$16.3K	0.01%	549
2019 Q2	$173K	Hold	2,478	–	–	0.01%	557
2019 Q1	$154K	Hold	2,478	–	–	﹤0.01%	579
2018 Q4	$120K	Hold	2,478	–	–	﹤0.01%	597
2018 Q3	$157K	Hold	2,478	–	–	﹤0.01%	548
2018 Q2	$130K	Hold	2,478	–	–	﹤0.01%	579
2018 Q1	$121K	Hold	2,478	–	–	﹤0.01%	605
2017 Q4	$135K	Hold	2,478	–	–	﹤0.01%	569
2017 Q3	$119K	Buy	2,478 +1,450	+141%	+$64.8K	﹤0.01%	577
2017 Q2	$46K	Hold	1,028	–	–	﹤0.01%	723
2017 Q1	$47K	Hold	1,028	–	–	﹤0.01%	725
2016 Q4	$48K	Hold	1,028	–	–	﹤0.01%	719
2016 Q3	$44K	Hold	1,028	–	–	﹤0.01%	721
2016 Q2	$42K	Hold	1,028	–	–	﹤0.01%	746
2016 Q1	$37K	Hold	1,028	–	–	﹤0.01%	769
2015 Q4	$36K	Hold	1,028	–	–	﹤0.01%	773
2015 Q3	$32K	Sell	1,028 -18,376	-95%	-$614K	﹤0.01%	784
2015 Q2	$652K	Buy	19,404 +16,926	+683%	+$618K	0.03%	323
2015 Q1	$93K	Hold	2,478	–	–	﹤0.01%	608
2014 Q4	$92K	Sell	2,478 -2,600	-51%	-$99.1K	﹤0.01%	562
2014 Q3	$205K	Hold	5,078	–	–	0.01%	427
2014 Q2	$224K	Hold	5,078	–	–	0.01%	420
2014 Q1	$267K	Hold	5,078	–	–	0.01%	395
2013 Q4	$265K	Sell	5,078 -181	-3%	-$8.97K	0.01%	396
2013 Q3	$253K	Hold	5,259	–	–	0.01%	408
2013 Q2	$240K	Buy	+5,259	New	+$234K	0.01%	401

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Whittier Trust's J Position: Q2 2026 in Review

Whittier Trust reduced its Jacobs Solutions (J) stake by 18% in Q2 2026, selling an estimated $91.5K and leaving 3,407 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Whittier Trust first reported a position in J in Q2 2013 and has held it in 53 quarters since. The position peaked at $947K in Q1 2024. 868 funds tracked by Wall St. Rank hold J as of Q2 2026.

Whittier Trust held 3,407 shares of Jacobs Solutions worth $439K as of Q2 2026.
Whittier Trust sold 744 Jacobs Solutions shares in Q2 2026, an estimated $91.5K.
Jacobs Solutions made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #501 holding.
Whittier Trust first reported a position in Jacobs Solutions in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's Jacobs Solutions position peaked at $947K in Q1 2024.
868 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.