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Wiser Advisor Group’s Jacobs Solutions J Stock Holding History

Wiser Advisor Group’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 		$8.19K Hold
65
– – 0.01% 183
2026
Q1 		$8.27K Hold
65
– – 0.01% 172
2025
Q4 		$8.61K Sell
65
-70
-52% -$10.3K 0.01% 176
2025
Q3 		$20.3K Buy
+135
New +$19.4K 0.03% 140
2025
Q2 		– Sell
-349
Closed -$41.8K – 149
2025
Q1 		$41.8K Sell
349
-501
-59% -$64.5K 0.06% 105
2024
Q4 		$112K Sell
850
-692
-45% -$95.2K 0.16% 64
2024
Q3 		$200K Sell
1,542
-1,123
-42% -$135K 0.3% 49
2024
Q2 		$308K Sell
2,665
-467
-15% -$54.8K 0.48% 40
2024
Q1 		$400K Sell
3,132
-108
-3% -$12.7K 0.63% 33
2023
Q4 		$348K Buy
+3,240
New +$353K 0.58% 36

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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

Wiser Advisor Group's J Position: Q2 2026 in Review

Wiser Advisor Group held its Jacobs Solutions (J) position steady in Q2 2026 at 65 shares worth $8.19K. The position accounts for 0.01% of the portfolio, ranked #183.

Wiser Advisor Group first reported a position in J in Q4 2023 and has held it in 10 quarters since. The position peaked at $400K in Q1 2024. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Wiser Advisor Group held 65 shares of Jacobs Solutions worth $8.19K as of Q2 2026.
  • Wiser Advisor Group left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up 0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #183 holding.
  • Wiser Advisor Group first reported a position in Jacobs Solutions in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Jacobs Solutions position peaked at $400K in Q1 2024.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.