Advanced Asset Management Advisors’s Intuit INTU Stock Holding History

Advanced Asset Management 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	-375	Closed	-$248K	–	83
2025 Q4	$248K	Hold	375	–	–	0.07%	56
2025 Q3	$256K	Hold	375	–	–	0.07%	56
2025 Q2	$295K	Hold	375	–	–	0.08%	56
2025 Q1	$230K	Hold	375	–	–	0.06%	62
2024 Q4	$236K	Hold	375	–	–	0.06%	66
2024 Q3	$246K	Hold	375	–	–	0.07%	63
2024 Q2	$246K	Hold	375	–	–	0.07%	64
2024 Q1	$244K	Sell	375 -50	-12%	-$31.9K	0.06%	67
2023 Q4	$266K	Hold	425	–	–	0.06%	65
2023 Q3	$217K	Buy	+425	New	+$215K	0.05%	68
2023 Q1	–	Sell	-425	Closed	-$165K	–	161
2022 Q4	$165K	Buy	+425	New	+$169K	0.04%	73
2022 Q1	–	Sell	-315	Closed	-$203K	–	91
2021 Q4	$203K	Buy	+315	New	+$194K	0.04%	71

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advanced Asset Management Advisors's INTU Position: Q1 2026 in Review

Advanced Asset Management Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 375 shares — an estimated $248K sold.

Advanced Asset Management Advisors first reported a position in INTU in Q4 2021 and held it in 12 quarters. The position peaked at $295K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Advanced Asset Management Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Advanced Asset Management Advisors sold 375 Intuit shares in Q1 2026, an estimated $248K.
Advanced Asset Management Advisors first reported a position in Intuit in Q4 2021 and held it in 12 quarters.
Advanced Asset Management Advisors's Intuit position peaked at $295K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.