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Jessup Wealth Management’s Intuit INTU Stock Holding History

Jessup 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
-217
Closed -$143K – 205
2025
Q4 		$143K Buy
+217
New +$143K 0.05% 94
2024
Q2 		– Sell
-11,291
Closed -$7.34M – 65
2024
Q1 		$7.34M Sell
11,291
-228
-2% -$146K 3.14% 12
2023
Q4 		$7.2M Buy
11,519
+986
+9% +$544K 3.6% 11
2023
Q3 		$5.38M Buy
+10,533
New +$5.33M 3.1% 14

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

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

Jessup Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 217 shares — an estimated $143K sold.

Jessup Wealth Management first reported a position in INTU in Q3 2023 and held it in 4 quarters. The position peaked at $7.34M in Q1 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Jessup Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 217 Intuit shares in Q1 2026, an estimated $143K.
  • Jessup Wealth Management first reported a position in Intuit in Q3 2023 and held it in 4 quarters.
  • Jessup Wealth Management's Intuit position peaked at $7.34M in Q1 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.