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Accretive Wealth Partners’s Intuit INTU Stock Holding History

Accretive Wealth Partners’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 		$947K Buy
2,190
+36
+2% +$17.2K 0.27% 90
2025
Q4 		$1.43M Sell
2,154
-114
-5% -$75.3K 0.42% 70
2025
Q3 		$1.55M Buy
2,268
+219
+11% +$158K 0.47% 67
2025
Q2 		$1.61M Buy
2,049
+18
+0.9% +$12.2K 0.53% 60
2025
Q1 		$1.27M Buy
2,031
+180
+10% +$108K 0.45% 70
2024
Q4 		$1.16M Sell
1,851
-2
-0.1% -$1.28K 0.49% 68
2024
Q3 		$1.15M Sell
1,853
-17
-0.9% -$10.9K 0.48% 71
2024
Q2 		$1.23M Buy
1,870
+1
+0.1% +$620 0.51% 65
2024
Q1 		$1.18M Hold
1,869
– – 0.52% 61
2023
Q4 		$1.17M Buy
1,869
+4
+0.2% +$2.21K 0.56% 62
2023
Q3 		$953K Buy
1,865
+23
+1% +$11.6K 0.57% 59
2023
Q2 		$844K Buy
1,842
+92
+5% +$40.3K 0.5% 68
2023
Q1 		$780K Buy
1,750
+70
+4% +$28.7K 0.5% 66
2022
Q4 		$654K Buy
1,680
+65
+4% +$25.8K 0.45% 72
2022
Q3 		$626K Buy
1,615
+26
+2% +$11.2K 0.48% 69
2022
Q2 		$612K Sell
1,589
-47
-3% -$19.5K 0.44% 76
2022
Q1 		$787K Buy
1,636
+34
+2% +$17.4K 0.49% 74
2021
Q4 		$1.03M Sell
1,602
-749
-32% -$462K 0.66% 57
2021
Q3 		$1.27M Buy
2,351
+37
+2% +$19.9K 0.89% 36
2021
Q2 		$1.13M Buy
2,314
+462
+25% +$200K 0.82% 45
2021
Q1 		$709K Buy
1,852
+208
+13% +$80.1K 0.64% 68
2020
Q4 		$624K Buy
+1,644
New +$577K 0.62% 67

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

Accretive Wealth Partners's INTU Position: Q1 2026 in Review

Accretive Wealth Partners increased its Intuit (INTU) stake by 1.7% in Q1 2026, buying an estimated $17.2K and bringing the position to 2,190 shares worth $947K. The position accounts for 0.27% of the portfolio, ranked #90.

Accretive Wealth Partners first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.61M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Accretive Wealth Partners held 2,190 shares of Intuit worth $947K as of Q1 2026.
  • Accretive Wealth Partners bought 36 Intuit shares in Q1 2026, an estimated $17.2K.
  • Intuit made up 0.27% of Accretive Wealth Partners's portfolio in Q1 2026, its #90 holding.
  • Accretive Wealth Partners first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
  • Accretive Wealth Partners's Intuit position peaked at $1.61M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.