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Winch Advisory Services’s Jacobs Solutions J Stock Holding History

Winch Advisory Services’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
Q1 		– Sell
-345
Closed -$45.7K – 522
2025
Q4 		$45.7K Buy
345
+1
+0.3% +$147 0.01% 181
2025
Q3 		$51.5K Buy
344
+1
+0.3% +$144 0.01% 167
2025
Q2 		$45.1K Sell
343
-205
-37% -$25.3K 0.01% 166
2025
Q1 		$65.7K Buy
548
+1
+0.2% +$129 0.02% 140
2024
Q4 		$72.4K Buy
547
+1
+0.2% +$138 0.02% 134
2024
Q3 		$70.8K Sell
546
-107
-16% -$12.9K 0.02% 130
2024
Q2 		$75.4K Buy
653
+1
+0.2% +$117 0.02% 123
2024
Q1 		$82.8K Buy
652
+3
+0.5% +$352 0.03% 116
2023
Q4 		$69.8K Buy
649
+1
+0.2% +$109 0.02% 121
2023
Q3 		$73K Buy
648
+1
+0.2% +$108 0.03% 113
2023
Q2 		$64K Buy
647
+1
+0.2% +$95 0.02% 119
2023
Q1 		$63K Buy
646
+2
+0.3% +$200 0.02% 119
2022
Q4 		$64K Buy
644
+1
+0.2% +$98 0.03% 116
2022
Q3 		$58K Buy
643
+1
+0.2% +$104 0.02% 111
2022
Q2 		$68K Buy
642
+1
+0.2% +$112 0.03% 108
2022
Q1 		$73K Hold
641
– – 0.03% 112
2021
Q4 		$74K Hold
641
– – 0.02% 108
2021
Q3 		$70K Hold
641
– – 0.02% 110
2021
Q2 		$71K Hold
641
– – 0.03% 108
2021
Q1 		$69K Hold
641
– – 0.03% 99
2020
Q4 		$58K Hold
641
– – 0.02% 93
2020
Q3 		$49K Hold
641
– – 0.02% 94
2020
Q2 		$45K Hold
641
– – 0.02% 97
2020
Q1 		$42K Buy
+641
New +$48.2K 0.02% 93
2014
Q2 		– Sell
-10,430
Closed -$548K – 279
2014
Q1 		$548K Buy
+10,430
New +$537K 0.35% 69

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Winch Advisory Services's J Position: Q1 2026 in Review

Winch Advisory Services sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 345 shares — an estimated $45.7K sold.

Winch Advisory Services first reported a position in J in Q1 2014 and held it in 25 quarters. The position peaked at $548K in Q1 2014. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Winch Advisory Services reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • Winch Advisory Services sold 345 Jacobs Solutions shares in Q1 2026, an estimated $45.7K.
  • Winch Advisory Services first reported a position in Jacobs Solutions in Q1 2014 and held it in 25 quarters.
  • Winch Advisory Services's Jacobs Solutions position peaked at $548K in Q1 2014.
  • 916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.