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Addison Advisors’s Intuit INTU Stock Holding History

Addison 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 		$64.4K Buy
149
+4
+3% +$1.91K 0.01% 384
2025
Q4 		$96.1K Sell
145
-7
-5% -$4.63K 0.02% 322
2025
Q3 		$104K Buy
152
+6
+4% +$4.33K 0.02% 308
2025
Q2 		$115K Buy
146
+33
+29% +$22.3K 0.03% 287
2025
Q1 		$69.4K Sell
113
-7
-6% -$4.2K 0.02% 349
2024
Q4 		$75.4K Sell
120
-22
-15% -$14.1K 0.02% 331
2024
Q3 		$88.2K Buy
142
+42
+42% +$26.8K 0.02% 321
2024
Q2 		$65.7K Sell
100
-2
-2% -$1.24K 0.02% 337
2024
Q1 		$66.3K Buy
102
+2
+2% +$1.28K 0.02% 330
2023
Q4 		$62.5K Hold
100
– – 0.02% 330
2023
Q3 		$51.1K Hold
100
– – 0.02% 320
2023
Q2 		$45.8K Hold
100
– – 0.02% 327
2023
Q1 		$44.6K Sell
100
-6
-6% -$2.46K 0.03% 310
2022
Q4 		$41.3K Hold
106
– – 0.02% 305
2022
Q3 		$41K Buy
106
+6
+6% +$2.59K 0.03% 282
2022
Q2 		$39K Hold
100
– – 0.02% 290
2022
Q1 		$48K Buy
100
+97
+3,233% +$49.7K 0.03% 294
2021
Q4 		$2K Buy
+3
New +$1.85K ﹤0.01% 534

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

Addison Advisors's INTU Position: Q1 2026 in Review

Addison Advisors increased its Intuit (INTU) stake by 2.8% in Q1 2026, buying an estimated $1.91K and bringing the position to 149 shares worth $64.4K. The position accounts for 0.01% of the portfolio, ranked #384.

Addison Advisors first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $115K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Addison Advisors held 149 shares of Intuit worth $64.4K as of Q1 2026.
  • Addison Advisors bought 4 Intuit shares in Q1 2026, an estimated $1.91K.
  • Intuit made up 0.01% of Addison Advisors's portfolio in Q1 2026, its #384 holding.
  • Addison Advisors first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Addison Advisors's Intuit position peaked at $115K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.