Jackson Grant Investment Advisers’s Intuit INTU Stock Holding History

Jackson Grant Investment Advisers’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	$2.59K	Hold	6	–	–	﹤0.01%	377
2025 Q4	$3.98K	Hold	6	–	–	﹤0.01%	364
2025 Q3	$4.1K	Hold	6	–	–	﹤0.01%	366
2025 Q2	$4.73K	Hold	6	–	–	﹤0.01%	325
2025 Q1	$3.68K	Hold	6	–	–	﹤0.01%	335
2024 Q4	$3.77K	Hold	6	–	–	﹤0.01%	340
2024 Q3	$3.73K	Hold	6	–	–	﹤0.01%	341
2024 Q2	$3.94K	Hold	6	–	–	﹤0.01%	333
2024 Q1	$3.9K	Hold	6	–	–	﹤0.01%	319
2023 Q4	$3.75K	Hold	6	–	–	﹤0.01%	312
2023 Q3	$3.07K	Hold	6	–	–	﹤0.01%	319
2023 Q2	$2.75K	Sell	6 -205	-97%	-$89.8K	﹤0.01%	345
2023 Q1	$94.1K	Buy	211 +6	+3%	+$2.46K	0.04%	147
2022 Q4	$79.8K	Hold	205	–	–	0.04%	148
2022 Q3	$79K	Hold	205	–	–	0.04%	143
2022 Q2	$79K	Hold	205	–	–	0.04%	145
2022 Q1	$99K	Hold	205	–	–	0.04%	146
2021 Q4	$132K	Hold	205	–	–	0.07%	112
2021 Q3	$111K	Hold	205	–	–	0.05%	142
2021 Q2	$100K	Hold	205	–	–	0.04%	144
2021 Q1	$79K	Hold	205	–	–	0.04%	158
2020 Q4	$78K	Buy	+205	New	+$72K	0.04%	150

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jackson Grant Investment Advisers's INTU Position: Q1 2026 in Review

Jackson Grant Investment Advisers held its Intuit (INTU) position steady in Q1 2026 at 6 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Jackson Grant Investment Advisers first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $132K in Q4 2021. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Jackson Grant Investment Advisers held 6 shares of Intuit worth $2.59K as of Q1 2026.
Jackson Grant Investment Advisers left its Intuit share count unchanged in Q1 2026.
Intuit made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #377 holding.
Jackson Grant Investment Advisers first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
Jackson Grant Investment Advisers's Intuit position peaked at $132K in Q4 2021.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.