Jones Financial Companies
INTU icon

Jones Financial Companies’s Intuit INTU Stock Holding History

Jones Financial Companies’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 		$19.3M Sell
72,178
-85,040
-54% -$29.6M 0.01% 682
2026
Q1 		$65.5M Buy
157,218
+127,319
+426% +$60.7M 0.03% 284
2025
Q4 		$19.8M Buy
29,899
+2,978
+11% +$1.97M 0.01% 322
2025
Q3 		$18.8M Buy
26,921
+3,991
+17% +$2.88M 0.01% 302
2025
Q2 		$17.8M Buy
22,930
+3,543
+18% +$2.4M 0.01% 278
2025
Q1 		$11.6M Buy
19,387
+6,859
+55% +$4.12M 0.01% 295
2024
Q4 		$7.87M Buy
12,528
+5,084
+68% +$3.25M 0.01% 296
2024
Q3 		$4.61M Buy
7,444
+3,198
+75% +$2.04M ﹤0.01% 302
2024
Q2 		$2.79M Buy
4,246
+3,590
+547% +$2.23M ﹤0.01% 274
2024
Q1 		$427K Buy
656
+354
+117% +$226K ﹤0.01% 348
2023
Q4 		$189K Buy
302
+13
+4% +$7.17K ﹤0.01% 332
2023
Q3 		$148K Buy
289
+39
+16% +$19.7K ﹤0.01% 288
2023
Q2 		$115K Buy
250
+31
+14% +$13.6K ﹤0.01% 300
2023
Q1 		$97.6K Sell
219
-12
-5% -$4.93K ﹤0.01% 310
2022
Q4 		$90K Buy
231
+9
+4% +$3.57K ﹤0.01% 308
2022
Q3 		$86K Sell
222
-31
-12% -$13.4K ﹤0.01% 296
2022
Q2 		$98K Sell
253
-6
-2% -$2.48K ﹤0.01% 288
2022
Q1 		$125K Buy
259
+6
+2% +$3.07K ﹤0.01% 291
2021
Q4 		$163K Buy
253
+30
+13% +$18.5K ﹤0.01% 274
2021
Q3 		$120K Buy
223
+5
+2% +$2.69K ﹤0.01% 258
2021
Q2 		$107K Buy
218
+41
+23% +$17.8K ﹤0.01% 259
2021
Q1 		$68K Buy
177
+92
+108% +$35.4K ﹤0.01% 316
2020
Q4 		$32K Buy
+85
New +$29.9K ﹤0.01% 326

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies's INTU Position: Q2 2026 in Review

Jones Financial Companies reduced its Intuit (INTU) stake by 54% in Q2 2026, selling an estimated $29.6M and leaving 72,178 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #682.

Jones Financial Companies first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $65.5M in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Jones Financial Companies held 72,178 shares of Intuit worth $19.3M as of Q2 2026.
  • Jones Financial Companies sold 85,040 Intuit shares in Q2 2026, an estimated $29.6M.
  • Intuit made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #682 holding.
  • Jones Financial Companies first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
  • Jones Financial Companies's Intuit position peaked at $65.5M in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.