WAG
J icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return