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 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 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

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

Jacobsen Capital Management reduced its Intuit (INTU) stake by 17% in Q1 2026, selling an estimated $50.1K and leaving 498 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #117.

Jacobsen Capital Management first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $614K in Q4 2022. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Jacobsen Capital Management held 498 shares of Intuit worth $215K as of Q1 2026.
Jacobsen Capital Management sold 105 Intuit shares in Q1 2026, an estimated $50.1K.
Intuit made up 0.07% of Jacobsen Capital Management's portfolio in Q1 2026, its #117 holding.
Jacobsen Capital Management first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
Jacobsen Capital Management's Intuit position peaked at $614K in Q4 2022.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.