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Glass Jacobson Investment Advisors’s Intuit INTU Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.8K Buy
+48
New +$22.9K 0.01% 408
2023
Q4 		– Sell
-4
Closed -$2.04K – 764
2023
Q3 		$2.04K Sell
4
-2
-33% -$1.01K ﹤0.01% 633
2023
Q2 		$2.75K Buy
+6
New +$2.63K ﹤0.01% 621
2022
Q4 		$1.17K Buy
+3
New +$1.19K ﹤0.01% 718

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Glass Jacobson Investment Advisors's INTU Position: Q1 2026 in Review

Glass Jacobson Investment Advisors opened a new position in Intuit (INTU) in Q1 2026: 48 shares worth $20.8K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Glass Jacobson Investment Advisors previously reported a position in INTU as recently as Q3 2023.

Glass Jacobson Investment Advisors first reported a position in INTU in Q4 2022 and has held it in 4 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Glass Jacobson Investment Advisors held 48 shares of Intuit worth $20.8K as of Q1 2026.
  • Intuit was a new Glass Jacobson Investment Advisors position in Q1 2026.
  • Intuit made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #408 holding.
  • Glass Jacobson Investment Advisors first reported a position in Intuit in Q4 2022 and has held it in 4 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.