4WM
INTU icon

49 Wealth Management’s Intuit INTU Stock Holding History

49 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 		$400K Buy
925
+480
+108% +$229K 0.03% 129
2025
Q4 		$295K Buy
445
+144
+48% +$95.2K 0.02% 154
2025
Q3 		$206K Buy
+301
New +$217K 0.02% 183

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

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

49 Wealth Management increased its Intuit (INTU) stake by 108% in Q1 2026, buying an estimated $229K and bringing the position to 925 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #129.

49 Wealth Management first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • 49 Wealth Management held 925 shares of Intuit worth $400K as of Q1 2026.
  • 49 Wealth Management bought 480 Intuit shares in Q1 2026, an estimated $229K.
  • Intuit made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #129 holding.
  • 49 Wealth Management first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.