1WA
INTU icon

180 Wealth Advisors’s Intuit INTU Stock Holding History

180 Wealth Advisors’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 		– Sell
-362
Closed -$240K – 485
2025
Q4 		$240K Sell
362
-66
-15% -$43.6K 0.03% 408
2025
Q3 		$292K Buy
428
+5
+1% +$3.6K 0.04% 367
2025
Q2 		$333K Sell
423
-14
-3% -$9.47K 0.05% 316
2025
Q1 		$268K Sell
437
-22
-5% -$13.2K 0.04% 339
2024
Q4 		$288K Sell
459
-11
-2% -$7.03K 0.05% 327
2024
Q3 		$292K Buy
470
+14
+3% +$8.94K 0.05% 336
2024
Q2 		$287K Sell
456
-4
-0.9% -$2.48K 0.05% 330
2024
Q1 		$299K Sell
460
-3
-0.6% -$1.92K 0.05% 297
2023
Q4 		$280K Sell
463
-5
-1% -$2.76K 0.06% 296
2023
Q3 		$239K Sell
468
-3
-0.6% -$1.52K 0.05% 298
2023
Q2 		$213K Sell
471
-22
-4% -$9.63K 0.05% 321
2023
Q1 		$220K Buy
+493
New +$202K 0.05% 322
2022
Q3 		– Sell
-647
Closed -$251K – 374
2022
Q2 		$251K Sell
647
-297
-31% -$123K 0.06% 301
2022
Q1 		$458K Sell
944
-251
-21% -$129K 0.1% 188
2021
Q4 		$632K Sell
1,195
-40
-3% -$24.7K 0.14% 144
2021
Q3 		$682K Buy
1,235
+59
+5% +$31.8K 0.15% 134
2021
Q2 		$623K Sell
1,176
-210
-15% -$91.1K 0.14% 141
2021
Q1 		$601K Sell
1,386
-446
-24% -$172K 0.15% 141
2020
Q4 		$705K Sell
1,832
-52
-3% -$18.3K 0.2% 118
2020
Q3 		$630K Buy
1,884
+98
+5% +$30.7K 0.24% 95
2020
Q2 		$517K Buy
1,786
+33
+2% +$9.05K 0.21% 107
2020
Q1 		$395K Buy
1,753
+448
+34% +$121K 0.21% 125
2019
Q4 		$356K Sell
1,305
-199
-13% -$52K 0.14% 175
2019
Q3 		$406K Buy
1,504
+350
+30% +$96.3K 0.18% 155
2019
Q2 		$321K Buy
+1,154
New +$293K 0.14% 172

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

180 Wealth Advisors's INTU Position: Q1 2026 in Review

180 Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 362 shares — an estimated $240K sold.

180 Wealth Advisors first reported a position in INTU in Q2 2019 and held it in 25 quarters. The position peaked at $705K in Q4 2020. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • 180 Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • 180 Wealth Advisors sold 362 Intuit shares in Q1 2026, an estimated $240K.
  • 180 Wealth Advisors first reported a position in Intuit in Q2 2019 and held it in 25 quarters.
  • 180 Wealth Advisors's Intuit position peaked at $705K in Q4 2020.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on 180 Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.