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Jacobsen Capital Management’s Intuit INTU Stock Holding History

Jacobsen 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
Q2 		– Sell
-498
Closed -$215K – 132
2026
Q1 		$215K Sell
498
-105
-17% -$50.1K 0.07% 117
2025
Q4 		$399K Sell
603
-11
-2% -$7.27K 0.13% 64
2025
Q3 		$419K Buy
614
+1
+0.2% +$721 0.14% 59
2025
Q2 		$483K Buy
613
+63
+11% +$42.6K 0.18% 52
2025
Q1 		$338K Buy
550
+35
+7% +$21K 0.15% 62
2024
Q4 		$324K Sell
515
-6
-1% -$3.83K 0.14% 59
2024
Q3 		$324K Sell
521
-17
-3% -$10.9K 0.14% 61
2024
Q2 		$354K Sell
538
-49
-8% -$30.4K 0.16% 53
2024
Q1 		$382K Sell
587
-29
-5% -$18.5K 0.18% 49
2023
Q4 		$385K Buy
616
+14
+2% +$7.72K 0.19% 47
2023
Q3 		$308K Buy
602
+9
+2% +$4.55K 0.17% 54
2023
Q2 		$272K Buy
593
+42
+8% +$18.4K 0.14% 61
2023
Q1 		$246K Sell
551
-1,026
-65% -$421K 0.13% 64
2022
Q4 		$614K Buy
+1,577
New +$626K 0.33% 42

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's INTU Position: Q2 2026 in Review

Jacobsen Capital Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 498 shares — an estimated $215K sold.

Jacobsen Capital Management first reported a position in INTU in Q4 2022 and held it in 14 quarters. The position peaked at $614K in Q4 2022. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Jacobsen Capital Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Jacobsen Capital Management sold 498 Intuit shares in Q2 2026, an estimated $215K.
  • Jacobsen Capital Management first reported a position in Intuit in Q4 2022 and held it in 14 quarters.
  • Jacobsen Capital Management's Intuit position peaked at $614K in Q4 2022.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.