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JPL Wealth Management’s Intuit INTU Stock Holding History

JPL 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 		$8.09K Sell
31
-131
-81% -$45.6K ﹤0.01% 645
2026
Q1 		$70K Buy
+162
New +$77.3K 0.02% 195
2025
Q4 		– Sell
-287
Closed -$196K – 603
2025
Q3 		$196K Buy
+287
New +$207K 0.05% 124

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

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

JPL Wealth Management reduced its Intuit (INTU) stake by 81% in Q2 2026, selling an estimated $45.6K and leaving 31 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

JPL Wealth Management first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $196K in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • JPL Wealth Management held 31 shares of Intuit worth $8.09K as of Q2 2026.
  • JPL Wealth Management sold 131 Intuit shares in Q2 2026, an estimated $45.6K.
  • Intuit made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #645 holding.
  • JPL Wealth Management first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Intuit position peaked at $196K in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.