1776 Wealth’s Intuit INTU Stock Holding History

1776 Wealth’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	$307K	Hold	709	–	–	0.12%	117
2025 Q4	$470K	Sell	709 -23	-3%	-$15.2K	0.18%	91
2025 Q3	$500K	Buy	+732	New	+$528K	0.19%	86

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

1776 Wealth's INTU Position: Q1 2026 in Review

1776 Wealth held its Intuit (INTU) position steady in Q1 2026 at 709 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #117.

1776 Wealth first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $500K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

1776 Wealth held 709 shares of Intuit worth $307K as of Q1 2026.
1776 Wealth left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.12% of 1776 Wealth's portfolio in Q1 2026, its #117 holding.
1776 Wealth first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
1776 Wealth's Intuit position peaked at $500K in Q3 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.