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Williams Jones Wealth Management’s Jacobs Solutions J Stock Holding History

Williams Jones 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
2026
Q2 		$14.3M Sell
113,877
-49,385
-30% -$6.07M 0.16% 84
2026
Q1 		$20.8M Sell
163,262
-24,733
-13% -$3.36M 0.26% 66
2025
Q4 		$24.9M Sell
187,995
-3,009
-2% -$441K 0.28% 61
2025
Q3 		$28.6M Sell
191,004
-4,406
-2% -$633K 0.33% 59
2025
Q2 		$25.7M Buy
195,410
+5,531
+3% +$682K 0.31% 56
2025
Q1 		$22.7M Sell
189,879
-30,394
-14% -$3.91M 0.29% 61
2024
Q4 		$29.1M Sell
220,273
-5,768
-3% -$794K 0.35% 52
2024
Q3 		$29.3M Sell
226,041
-56,062
-20% -$6.76M 0.34% 56
2024
Q2 		$32.6M Sell
282,103
-43,349
-13% -$5.08M 0.4% 49
2024
Q1 		$41.4M Sell
325,452
-3,590
-1% -$421K 0.53% 44
2023
Q4 		$35.3M Buy
329,042
+53,905
+20% +$5.87M 0.49% 43
2023
Q3 		$31.1M Buy
275,137
+36,069
+15% +$3.89M 0.48% 45
2023
Q2 		$23.5M Buy
239,068
+80,194
+50% +$7.65M 0.35% 61
2023
Q1 		$15.4M Buy
158,874
+94,598
+147% +$9.44M 0.24% 78
2022
Q4 		$6.38M Sell
64,276
-8,052
-11% -$791K 0.11% 125
2022
Q3 		$6.49M Sell
72,328
-2,351
-3% -$244K 0.11% 122
2022
Q2 		$7.85M Buy
74,679
+254
+0.3% +$28.4K 0.13% 111
2022
Q1 		$8.48M Sell
74,425
-9,260
-11% -$994K 0.12% 113
2021
Q4 		$9.64M Buy
83,685
+7,915
+10% +$915K 0.12% 105
2021
Q3 		$8.31M Buy
75,770
+7,075
+10% +$782K 0.12% 106
2021
Q2 		$7.58M Buy
68,695
+63,013
+1,109% +$7.12M 0.11% 118
2021
Q1 		$608K Buy
5,682
+60
+1% +$5.73K 0.01% 287
2020
Q4 		$507K Buy
5,622
+61
+1% +$5.17K 0.01% 284
2020
Q3 		$427K Hold
5,561
– – 0.01% 284
2020
Q2 		$390K Buy
5,561
+103
+2% +$6.94K 0.01% 286
2020
Q1 		$358K Hold
5,458
– – 0.01% 267
2019
Q4 		$406K Buy
5,458
+664
+14% +$50.3K 0.01% 313
2019
Q3 		$363K Buy
+4,794
New +$343K 0.01% 312

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Williams Jones Wealth Management's J Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Jacobs Solutions (J) stake by 30% in Q2 2026, selling an estimated $6.07M and leaving 113,877 shares worth $14.3M. The position accounts for 0.16% of the portfolio, ranked #84.

Williams Jones Wealth Management first reported a position in J in Q3 2019 and has held it in 28 quarters since. The position peaked at $41.4M in Q1 2024. 405 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Williams Jones Wealth Management held 113,877 shares of Jacobs Solutions worth $14.3M as of Q2 2026.
  • Williams Jones Wealth Management sold 49,385 Jacobs Solutions shares in Q2 2026, an estimated $6.07M.
  • Jacobs Solutions made up 0.16% of Williams Jones Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Williams Jones Wealth Management first reported a position in Jacobs Solutions in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Jacobs Solutions position peaked at $41.4M in Q1 2024.
  • 405 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.