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JGP Wealth Management’s Intuit INTU Stock Holding History

JGP 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
Q2 		– Sell
-14,746
Closed -$6.38M – 237
2026
Q1 		$6.38M Sell
14,746
-1,317
-8% -$628K 0.66% 38
2025
Q4 		$10.6M Buy
16,063
+468
+3% +$309K 1.11% 26
2025
Q3 		$10.6M Buy
15,595
+114
+0.7% +$82.2K 1.18% 24
2025
Q2 		$12.2M Sell
15,481
-155
-1% -$105K 1.48% 17
2025
Q1 		$9.6M Sell
15,636
-7,584
-33% -$4.55M 1.26% 26
2024
Q4 		$14.6M Buy
23,220
+477
+2% +$305K 1.89% 13
2024
Q3 		$14.1M Buy
22,743
+267
+1% +$170K 1.82% 18
2024
Q2 		$14.8M Buy
22,476
+417
+2% +$259K 2.11% 12
2024
Q1 		$14.3M Buy
22,059
+19,570
+786% +$12.5M 2.08% 12
2023
Q4 		$1.56M Buy
+2,489
New +$1.37M 0.23% 68

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
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

JGP Wealth Management's INTU Position: Q2 2026 in Review

JGP Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 14,746 shares — an estimated $6.38M sold.

JGP Wealth Management first reported a position in INTU in Q4 2023 and held it in 10 quarters. The position peaked at $14.8M in Q2 2024. 517 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • JGP Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • JGP Wealth Management sold 14,746 Intuit shares in Q2 2026, an estimated $6.38M.
  • JGP Wealth Management first reported a position in Intuit in Q4 2023 and held it in 10 quarters.
  • JGP Wealth Management's Intuit position peaked at $14.8M in Q2 2024.
  • 517 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.