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Jacobson & Schmitt Advisors’s Intuit INTU Stock Holding History

Jacobson & Schmitt Advisors’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 		$590K Sell
2,260
-44
-2% -$15.3K 0.1% 60
2026
Q1 		$996K Sell
2,304
-61
-3% -$29.1K 0.18% 45
2025
Q4 		$1.57M Sell
2,365
-174
-7% -$115K 0.26% 42
2025
Q3 		$1.73M Sell
2,539
-238
-9% -$172K 0.3% 44
2025
Q2 		$2.19M Buy
+2,777
New +$1.88M 0.39% 42
2025
Q1 		– Sell
-3,067
Closed -$1.93M – 58
2024
Q4 		$1.93M Sell
3,067
-25
-0.8% -$16K 0.37% 43
2024
Q3 		$1.92M Sell
3,092
-77
-2% -$49.1K 0.39% 40
2024
Q2 		$2.08M Buy
3,169
+35
+1% +$21.7K 0.47% 37
2024
Q1 		$2.04M Hold
3,134
– – 0.48% 38
2023
Q4 		$1.96M Sell
3,134
-63
-2% -$34.8K 0.5% 37
2023
Q3 		$1.63M Hold
3,197
– – 0.46% 35
2023
Q2 		$1.46M Hold
3,197
– – 0.42% 37
2023
Q1 		$1.43M Sell
3,197
-221
-6% -$90.7K 0.41% 38
2022
Q4 		$1.32M Hold
3,418
– – 0.42% 33
2022
Q3 		$1.32M Sell
3,418
-23
-0.7% -$9.94K 0.42% 33
2022
Q2 		$1.33M Sell
3,441
-226
-6% -$93.6K 0.41% 34
2022
Q1 		$1.76M Sell
3,667
-119
-3% -$60.9K 0.46% 31
2021
Q4 		$2.44M Sell
3,786
-25
-0.7% -$15.4K 0.59% 32
2021
Q3 		$2.06M Sell
3,811
-81
-2% -$43.7K 0.57% 32
2021
Q2 		$1.91M Sell
3,892
-235
-6% -$102K 0.54% 31
2021
Q1 		$1.58M Sell
4,127
-305
-7% -$117K 0.51% 29
2020
Q4 		$1.68M Sell
4,432
-229
-5% -$80.4K 0.57% 28
2020
Q3 		$1.52M Sell
4,661
-159
-3% -$49.7K 0.58% 28
2020
Q2 		$1.43M Sell
4,820
-299
-6% -$82K 0.61% 29
2020
Q1 		$1.18M Sell
5,119
-11,043
-68% -$2.99M 0.67% 32
2019
Q4 		$4.23M Sell
16,162
-2,846
-15% -$744K 2.1% 25
2019
Q3 		$5.05M Sell
19,008
-4,640
-20% -$1.28M 2.82% 22
2019
Q2 		$6.18M Buy
23,648
+394
+2% +$100K 3.58% 16
2019
Q1 		$6.08M Buy
23,254
+339
+1% +$78.3K 3.79% 13
2018
Q4 		$4.51M Sell
22,915
-557
-2% -$116K 3.26% 15
2018
Q3 		$5.34M Sell
23,472
-2,082
-8% -$447K 3.33% 16
2018
Q2 		$5.22M Sell
25,554
-2,730
-10% -$524K 3.46% 12
2018
Q1 		$4.9M Sell
28,284
-1,678
-6% -$282K 3.32% 13
2017
Q4 		$4.73M Sell
29,962
-268
-0.9% -$40.8K 3.19% 15
2017
Q3 		$4.3M Sell
30,230
-313
-1% -$43.2K 2.86% 17
2017
Q2 		$4.06M Sell
30,543
-204
-0.7% -$26.5K 2.74% 21
2017
Q1 		$3.57M Sell
30,747
-255
-0.8% -$30.6K 2.48% 24
2016
Q4 		$3.55M Sell
31,002
-565
-2% -$63.3K 2.79% 22
2016
Q3 		$3.47M Buy
31,567
+132
+0.4% +$14.8K 2.78% 23
2016
Q2 		$3.51M Sell
31,435
-74
-0.2% -$7.74K 2.98% 20
2016
Q1 		$3.28M Buy
31,509
+841
+3% +$81.2K 2.88% 22
2015
Q4 		$2.96M Buy
30,668
+261
+0.9% +$25.2K 2.68% 21
2015
Q3 		$2.7M Sell
30,407
-306
-1% -$29.7K 2.66% 22
2015
Q2 		$3.1M Sell
30,713
-489
-2% -$49.9K 2.85% 21
2015
Q1 		$3.02M Sell
31,202
-14
-0% -$1.3K 2.92% 21
2014
Q4 		$2.88M Buy
+31,216
New +$2.78M 2.81% 23

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Jacobson & Schmitt Advisors's INTU Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its Intuit (INTU) stake by 1.9% in Q2 2026, selling an estimated $15.3K and leaving 2,260 shares worth $590K. The position accounts for 0.1% of the portfolio, ranked #60.

Jacobson & Schmitt Advisors first reported a position in INTU in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.18M in Q2 2019. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Jacobson & Schmitt Advisors held 2,260 shares of Intuit worth $590K as of Q2 2026.
  • Jacobson & Schmitt Advisors sold 44 Intuit shares in Q2 2026, an estimated $15.3K.
  • Intuit made up 0.1% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #60 holding.
  • Jacobson & Schmitt Advisors first reported a position in Intuit in Q4 2014 and has held it in 46 quarters since.
  • Jacobson & Schmitt Advisors's Intuit position peaked at $6.18M in Q2 2019.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.