Winnow Wealth’s Jacobs Solutions J Stock Holding History

Winnow Wealth’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 Q2	–	Sell	-4	Closed	-$405	–	426
2025 Q1	$405	Buy	4 +1	+33%	+$129	﹤0.01%	533
2024 Q4	$310	Buy	+3	New	+$413	﹤0.01%	521

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Winnow Wealth's J Position: Q2 2025 in Review

Winnow Wealth sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 4 shares — an estimated $405 sold.

Winnow Wealth first reported a position in J in Q4 2024 and held it in 2 quarters. The position peaked at $405 in Q1 2025. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

Winnow Wealth reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
Winnow Wealth sold 4 Jacobs Solutions shares in Q2 2025, an estimated $405.
Winnow Wealth first reported a position in Jacobs Solutions in Q4 2024 and held it in 2 quarters.
Winnow Wealth's Jacobs Solutions position peaked at $405 in Q1 2025.
839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.