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Accurate Wealth Management’s Intuit INTU Stock Holding History

Accurate 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 		– Sell
-785
Closed -$508K – 551
2025
Q4 		$508K Buy
785
+96
+14% +$63.4K 0.06% 298
2025
Q3 		$452K Sell
689
-596
-46% -$430K 0.06% 307
2025
Q2 		$963K Buy
1,285
+632
+97% +$428K 0.15% 153
2025
Q1 		$384K Sell
653
-1,324
-67% -$795K 0.07% 237
2024
Q4 		$1.23M Buy
1,977
+474
+32% +$303K 0.24% 103
2024
Q3 		$929K Buy
1,503
+366
+32% +$234K 0.19% 118
2024
Q2 		$746K Buy
1,137
+255
+29% +$158K 0.18% 122
2024
Q1 		$534K Buy
882
+39
+5% +$24.9K 0.16% 144
2023
Q4 		$513K Sell
843
-60
-7% -$33.1K 0.16% 132
2023
Q3 		$487K Buy
903
+363
+67% +$184K 0.15% 139
2023
Q2 		$261K Buy
+540
New +$236K 0.08% 218
2023
Q1 		– Sell
-266
Closed -$103K – 811
2022
Q4 		$103K Buy
+266
New +$106K 0.04% 308

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

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

Accurate Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 785 shares — an estimated $508K sold.

Accurate Wealth Management first reported a position in INTU in Q4 2022 and held it in 12 quarters. The position peaked at $1.23M in Q4 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Accurate Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 785 Intuit shares in Q1 2026, an estimated $508K.
  • Accurate Wealth Management first reported a position in Intuit in Q4 2022 and held it in 12 quarters.
  • Accurate Wealth Management's Intuit position peaked at $1.23M in Q4 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.