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 Q2	–	Sell	-6	Closed	-$2.59K	–	429
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jackson Grant Investment Advisers's INTU Position: Q2 2026 in Review

Jackson Grant Investment Advisers sold out of Intuit (INTU) in Q2 2026, closing a stake of 6 shares — an estimated $2.59K sold.

Jackson Grant Investment Advisers first reported a position in INTU in Q4 2020 and held it in 22 quarters. The position peaked at $132K in Q4 2021. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Jackson Grant Investment Advisers reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Jackson Grant Investment Advisers sold 6 Intuit shares in Q2 2026, an estimated $2.59K.
Jackson Grant Investment Advisers first reported a position in Intuit in Q4 2020 and held it in 22 quarters.
Jackson Grant Investment Advisers's Intuit position peaked at $132K in Q4 2021.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.