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Jackson Thornton Wealth Management’s Intuit INTU Stock Holding History

Jackson Thornton Wealth Management’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 		$419K Buy
1,606
+1,006
+168% +$350K 0.03% 184
2026
Q1 		$211K Buy
600
+277
+86% +$132K 0.02% 266
2025
Q4 		$209K Sell
323
-310
-49% -$205K 0.02% 290
2025
Q3 		$416K Buy
633
+356
+129% +$257K 0.04% 123
2025
Q2 		$216K Buy
+277
New +$187K 0.02% 128

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jackson Thornton Wealth Management's INTU Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Intuit (INTU) stake by 168% in Q2 2026, buying an estimated $350K and bringing the position to 1,606 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #184.

Jackson Thornton Wealth Management first reported a position in INTU in Q2 2025 and has held it in 5 quarters since. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Jackson Thornton Wealth Management held 1,606 shares of Intuit worth $419K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,006 Intuit shares in Q2 2026, an estimated $350K.
  • Intuit made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Jackson Thornton Wealth Management first reported a position in Intuit in Q2 2025 and has held it in 5 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.