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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
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 $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

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

JPL Wealth Management opened a new position in Intuit (INTU) in Q1 2026: 162 shares worth $70K. The stake represents 0.02% of the portfolio and ranks #195 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in INTU as recently as Q3 2025.

JPL Wealth Management first reported a position in INTU in Q3 2025 and has held it in 2 quarters since. The position peaked at $196K in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • JPL Wealth Management held 162 shares of Intuit worth $70K as of Q1 2026.
  • Intuit was a new JPL Wealth Management position in Q1 2026.
  • Intuit made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #195 holding.
  • JPL Wealth Management first reported a position in Intuit in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Intuit position peaked at $196K in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.