Jackson Thornton Wealth Management
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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
Q3 		$579K Buy
2,099
+493
+31% +$155K 0.04% 120
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Jackson Thornton Wealth Management's INTU Position: Q3 2026 in Review

Jackson Thornton Wealth Management increased its Intuit (INTU) stake by 31% in Q3 2026, buying an estimated $155K and bringing the position to 2,099 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #120.

Jackson Thornton Wealth Management first reported a position in INTU in Q2 2025 and has held it in 6 quarters since. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Jackson Thornton Wealth Management held 2,099 shares of Intuit worth $579K as of Q3 2026.
  • Jackson Thornton Wealth Management bought 493 Intuit shares in Q3 2026, an estimated $155K.
  • Intuit made up 0.04% of Jackson Thornton Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Jackson Thornton Wealth Management first reported a position in Intuit in Q2 2025 and has held it in 6 quarters since.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.