Intrinsic Edge Capital Management’s JB Hunt Transport Services JBHT Stock Holding History

Intrinsic Edge Capital Management’s Portfolio JBHT Stock Details JBHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.1M	Sell	35,000 -5,000	-13%	-$1.28M	1.05%	37
2026 Q1	$8.48M	Buy	40,000 +5,000	+14%	+$1.07M	1.41%	24
2025 Q4	$6.8M	Hold	35,000	–	–	1.21%	36
2025 Q3	$4.7M	Hold	35,000	–	–	0.65%	57
2025 Q2	$5.03M	Buy	+35,000	New	+$4.84M	0.7%	60

Other funds holding JBHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Intrinsic Edge Capital Management's JBHT Position: Q2 2026 in Review

Intrinsic Edge Capital Management reduced its JB Hunt Transport Services (JBHT) stake by 13% in Q2 2026, selling an estimated $1.28M and leaving 35,000 shares worth $10.1M. The position accounts for 1.05% of the portfolio, ranked #37.

Intrinsic Edge Capital Management first reported a position in JBHT in Q2 2025 and has held it in 5 quarters since. 857 funds tracked by Wall St. Rank hold JBHT as of Q2 2026.

Intrinsic Edge Capital Management held 35,000 shares of JB Hunt Transport Services worth $10.1M as of Q2 2026.
Intrinsic Edge Capital Management sold 5,000 JB Hunt Transport Services shares in Q2 2026, an estimated $1.28M.
JB Hunt Transport Services made up 1.05% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #37 holding.
Intrinsic Edge Capital Management first reported a position in JB Hunt Transport Services in Q2 2025 and has held it in 5 quarters since.
857 funds tracked by Wall St. Rank held JB Hunt Transport Services as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.