JWM
INTU icon

Jeppson Wealth Management’s Intuit INTU Stock Holding History

Jeppson 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
Q1 		– Sell
-401
Closed -$266K – 241
2025
Q4 		$266K Sell
401
-5
-1% -$3.3K 0.08% 182
2025
Q3 		$277K Hold
406
– – 0.09% 177
2025
Q2 		$320K Sell
406
-7
-2% -$4.74K 0.11% 163
2025
Q1 		$254K Buy
413
+3
+0.7% +$1.8K 0.09% 172
2024
Q4 		$258K Sell
410
-3
-0.7% -$1.92K 0.09% 166
2024
Q3 		$256K Hold
413
– – 0.09% 170
2024
Q2 		$271K Hold
413
– – 0.1% 161
2024
Q1 		$268K Sell
413
-5
-1% -$3.19K 0.1% 166
2023
Q4 		$261K Sell
418
-9
-2% -$4.96K 0.11% 168
2023
Q3 		$218K Buy
+427
New +$216K 0.1% 167
2020
Q4 		– Sell
-288
Closed -$94K – 274
2020
Q3 		$94K Buy
+288
New +$90.1K 0.07% 172

Other funds holding INTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jeppson Wealth Management's INTU Position: Q1 2026 in Review

Jeppson Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 401 shares — an estimated $266K sold.

Jeppson Wealth Management first reported a position in INTU in Q3 2020 and held it in 11 quarters. The position peaked at $320K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Jeppson Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Jeppson Wealth Management sold 401 Intuit shares in Q1 2026, an estimated $266K.
  • Jeppson Wealth Management first reported a position in Intuit in Q3 2020 and held it in 11 quarters.
  • Jeppson Wealth Management's Intuit position peaked at $320K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.