Jacobi Capital Management’s Intuit INTU Stock Holding History

Jacobi Capital 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	$1.88M	Buy	4,345 +701	+19%	+$334K	0.1%	179
2025 Q4	$2.41M	Buy	3,644 +24	+0.7%	+$15.9K	0.14%	147
2025 Q3	$2.47M	Buy	3,620 +19	+0.5%	+$13.7K	0.15%	135
2025 Q2	$2.84M	Buy	3,601 +184	+5%	+$125K	0.19%	107
2025 Q1	$2.1M	Buy	3,417 +12	+0.4%	+$7.21K	0.15%	137
2024 Q4	$2.14M	Hold	3,405	–	–	0.16%	132
2024 Q3	$2.11M	Buy	3,405 +34	+1%	+$21.7K	0.16%	132
2024 Q2	$2.22M	Buy	3,371 +63	+2%	+$39.1K	0.19%	101
2024 Q1	$2.15M	Sell	3,308 -54	-2%	-$34.5K	0.2%	96
2023 Q4	$2.1M	Sell	3,362 -70	-2%	-$38.6K	0.22%	91
2023 Q3	$1.75M	Sell	3,432 -14	-0.4%	-$7.08K	0.2%	103
2023 Q2	$1.58M	Buy	3,446 +1	+0%	+$438	0.18%	112
2023 Q1	$1.54M	Buy	3,445 +6	+0.2%	+$2.46K	0.18%	112
2022 Q4	$1.34M	Sell	3,439 -1	-0%	-$397	0.17%	124
2022 Q3	$1.33M	Sell	3,440 -73	-2%	-$31.5K	0.18%	110
2022 Q2	$1.35M	Sell	3,513 -181	-5%	-$74.9K	0.18%	115
2022 Q1	$1.78M	Buy	3,694 +80	+2%	+$41K	0.21%	92
2021 Q4	$2.32M	Sell	3,614 -49	-1%	-$30.2K	0.28%	68
2021 Q3	$1.98M	Sell	3,663 -49	-1%	-$26.4K	0.25%	74
2021 Q2	$1.82M	Buy	3,712 +1	+0%	+$434	0.24%	80
2021 Q1	$1.42M	Hold	3,711	–	–	0.21%	93
2020 Q4	$1.41M	Sell	3,711 -248	-6%	-$87.1K	0.22%	88
2020 Q3	$1.29M	Sell	3,959 -75	-2%	-$23.5K	0.23%	85
2020 Q2	$1.2M	Sell	4,034 -249	-6%	-$68.3K	0.22%	83
2020 Q1	$985K	Sell	4,283 -100	-2%	-$27.1K	0.21%	87
2019 Q4	$1.15M	Sell	4,383 -100	-2%	-$26.1K	0.21%	92
2019 Q3	$1.19M	Sell	4,483 -34	-0.8%	-$9.35K	0.24%	86
2019 Q2	$1.18M	Sell	4,517 -100	-2%	-$25.4K	0.24%	84
2019 Q1	$1.21M	Sell	4,617 -50	-1%	-$11.6K	0.31%	54
2018 Q4	$919K	Hold	4,667	–	–	0.25%	66
2018 Q3	$1.06M	Sell	4,667 -133	-3%	-$28.6K	0.28%	55
2018 Q2	$981K	Hold	4,800	–	–	0.28%	57
2018 Q1	$815K	Hold	4,800	–	–	0.24%	59
2017 Q4	$788K	Sell	4,800 -400	-8%	-$61K	0.26%	60
2017 Q3	$749K	Sell	5,200 -50	-1%	-$6.9K	0.25%	57
2017 Q2	$692K	Sell	5,250 -100	-2%	-$13K	0.27%	52
2017 Q1	$624K	Buy	5,350 +1,100	+26%	+$132K	0.32%	53
2016 Q4	$495K	Sell	4,250 -1,100	-21%	-$123K	0.3%	49
2016 Q3	$585K	Hold	5,350	–	–	0.28%	47
2016 Q2	$606K	Buy	+5,350	New	+$559K	0.3%	42

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

Jacobi Capital Management's INTU Position: Q1 2026 in Review

Jacobi Capital Management increased its Intuit (INTU) stake by 19% in Q1 2026, buying an estimated $334K and bringing the position to 4,345 shares worth $1.88M. The position accounts for 0.1% of the portfolio, ranked #179.

Jacobi Capital Management first reported a position in INTU in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.84M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Jacobi Capital Management held 4,345 shares of Intuit worth $1.88M as of Q1 2026.
Jacobi Capital Management bought 701 Intuit shares in Q1 2026, an estimated $334K.
Intuit made up 0.1% of Jacobi Capital Management's portfolio in Q1 2026, its #179 holding.
Jacobi Capital Management first reported a position in Intuit in Q2 2016 and has held it in 40 quarters since.
Jacobi Capital Management's Intuit position peaked at $2.84M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.