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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
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 $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

Jackson Thornton Wealth Management's INTU Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Intuit (INTU) stake by 86% in Q1 2026, buying an estimated $132K and bringing the position to 600 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #266.

Jackson Thornton Wealth Management first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $416K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Jackson Thornton Wealth Management held 600 shares of Intuit worth $211K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 277 Intuit shares in Q1 2026, an estimated $132K.
  • Intuit made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #266 holding.
  • Jackson Thornton Wealth Management first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Intuit position peaked at $416K in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.