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Wood Tarver Financial Group’s Jacobs Solutions J Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-75
Closed -$9K – 399
2025
Q2 		$9K Sell
75
-1
-1% -$123 ﹤0.01% 426
2025
Q1 		$9.07K Hold
76
– – ﹤0.01% 425
2024
Q4 		$10K Buy
+76
New +$10.5K ﹤0.01% 403

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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 $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wood Tarver Financial Group's J Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Jacobs Solutions (J) in Q3 2025, closing a stake of 75 shares — an estimated $9K sold.

Wood Tarver Financial Group first reported a position in J in Q4 2024 and held it in 3 quarters. The position peaked at $10K in Q4 2024. 875 funds tracked by Wall St. Rank hold J as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Jacobs Solutions position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 75 Jacobs Solutions shares in Q3 2025, an estimated $9K.
  • Wood Tarver Financial Group first reported a position in Jacobs Solutions in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Jacobs Solutions position peaked at $10K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.