JWA
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JFS Wealth Advisors’s Intuit INTU Stock Holding History

JFS Wealth 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 		$212K Sell
812
-59
-7% -$20.6K 0.01% 326
2026
Q1 		$377K Sell
871
-19
-2% -$9.06K 0.02% 254
2025
Q4 		$590K Buy
890
+13
+1% +$8.59K 0.03% 212
2025
Q3 		$599K Hold
877
– – 0.04% 214
2025
Q2 		$691K Buy
877
+4
+0.5% +$2.71K 0.04% 181
2025
Q1 		$536K Sell
873
-18
-2% -$10.8K 0.04% 193
2024
Q4 		$560K Buy
891
+2
+0.2% +$1.28K 0.04% 183
2024
Q3 		$552K Buy
889
+2
+0.2% +$1.28K 0.04% 191
2024
Q2 		$583K Sell
887
-696
-44% -$432K 0.05% 146
2024
Q1 		$1.03M Buy
1,583
+19
+1% +$12.1K 0.08% 113
2023
Q4 		$978K Buy
1,564
+16
+1% +$8.82K 0.08% 107
2023
Q3 		$791K Hold
1,548
– – 0.07% 121
2023
Q2 		$709K Hold
1,548
– – 0.06% 131
2023
Q1 		$690K Sell
1,548
-3
-0.2% -$1.23K 0.07% 134
2022
Q4 		$604K Buy
1,551
+2
+0.1% +$793 0.06% 145
2022
Q3 		$600K Hold
1,549
– – 0.07% 138
2022
Q2 		$597K Buy
1,549
+17
+1% +$7.04K 0.06% 132
2022
Q1 		$737K Buy
1,532
+25
+2% +$12.8K 0.07% 133
2021
Q4 		$969K Buy
1,507
+106
+8% +$65.4K 0.09% 121
2021
Q3 		$756K Buy
1,401
+10
+0.7% +$5.39K 0.08% 127
2021
Q2 		$682K Hold
1,391
– – 0.1% 96
2021
Q1 		$533K Buy
1,391
+28
+2% +$10.8K 0.11% 96
2020
Q4 		$518K Buy
1,363
+48
+4% +$16.9K 0.11% 95
2020
Q3 		$429K Hold
1,315
– – 0.1% 94
2020
Q2 		$389K Hold
1,315
– – 0.1% 99
2020
Q1 		$302K Hold
1,315
– – 0.09% 100
2019
Q4 		$344K Hold
1,315
– – 0.08% 114
2019
Q3 		$350K Hold
1,315
– – 0.09% 109
2019
Q2 		$344K Hold
1,315
– – 0.09% 111
2019
Q1 		$344K Hold
1,315
– – 0.09% 108
2018
Q4 		$259K Hold
1,315
– – 0.07% 120
2018
Q3 		$299K Hold
1,315
– – 0.08% 118
2018
Q2 		$269K Sell
1,315
-28
-2% -$5.37K 0.07% 119
2018
Q1 		$233K Hold
1,343
– – 0.06% 128
2017
Q4 		$212K Buy
1,343
+28
+2% +$4.27K 0.05% 135
2017
Q3 		$187K Hold
1,315
– – 0.05% 133
2017
Q2 		$175K Hold
1,315
– – 0.05% 129
2017
Q1 		$151K Hold
1,315
– – 0.04% 150
2016
Q4 		$151K Hold
1,315
– – 0.04% 150
2016
Q3 		$145K Hold
1,315
– – 0.04% 152
2016
Q2 		$147K Sell
1,315
-22
-2% -$2.3K 0.04% 183
2016
Q1 		$139K Buy
1,337
+22
+2% +$2.12K 0.04% 154
2015
Q4 		$127K Hold
1,315
– – 0.04% 161
2015
Q3 		$117K Hold
1,315
– – 0.05% 138
2015
Q2 		$133K Hold
1,315
– – 0.07% 109
2015
Q1 		$128K Hold
1,315
– – 0.06% 109
2014
Q4 		$121K Hold
1,315
– – 0.02% 115
2014
Q3 		$115K Hold
1,315
– – 0.02% 113
2014
Q2 		$106K Buy
+1,315
New +$101K 0.02% 124

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

JFS Wealth Advisors's INTU Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Intuit (INTU) stake by 6.8% in Q2 2026, selling an estimated $20.6K and leaving 812 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #326.

JFS Wealth Advisors first reported a position in INTU in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.03M in Q1 2024. 641 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • JFS Wealth Advisors held 812 shares of Intuit worth $212K as of Q2 2026.
  • JFS Wealth Advisors sold 59 Intuit shares in Q2 2026, an estimated $20.6K.
  • Intuit made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #326 holding.
  • JFS Wealth Advisors first reported a position in Intuit in Q2 2014 and has held it in 49 quarters since.
  • JFS Wealth Advisors's Intuit position peaked at $1.03M in Q1 2024.
  • 641 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.