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INTU icon

Advisor OS’s Intuit INTU Stock Holding History

Advisor OS’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 		$451K Sell
1,043
-1,085
-51% -$518K 0.03% 323
2025
Q4 		$1.41M Sell
2,128
-107
-5% -$70.7K 0.11% 121
2025
Q3 		$1.53M Sell
2,235
-37
-2% -$26.7K 0.13% 101
2025
Q2 		$1.79M Sell
2,272
-249
-10% -$169K 0.18% 84
2025
Q1 		$1.55M Buy
2,521
+22
+0.9% +$13.2K 0.18% 81
2024
Q4 		$1.57M Sell
2,499
-687
-22% -$439K 0.18% 84
2024
Q3 		$1.98M Sell
3,186
-110
-3% -$70.2K 0.2% 95
2024
Q2 		$2.17M Buy
3,296
+116
+4% +$72K 0.24% 80
2024
Q1 		$2.07M Buy
3,180
+253
+9% +$161K 0.24% 78
2023
Q4 		$1.83M Sell
2,927
-642
-18% -$354K 0.24% 75
2023
Q3 		$1.82M Buy
3,569
+175
+5% +$88.6K 0.27% 67
2023
Q2 		$1.56M Buy
3,394
+125
+4% +$54.7K 0.25% 73
2023
Q1 		$1.46M Buy
3,269
+32
+1% +$13.1K 0.35% 71
2022
Q4 		$1.26M Buy
3,237
+512
+19% +$203K 0.33% 75
2022
Q3 		$1.06M Sell
2,725
-463
-15% -$200K 0.32% 69
2022
Q2 		$1.23M Sell
3,188
-44
-1% -$18.2K 0.36% 56
2022
Q1 		$1.55M Sell
3,232
-1,467
-31% -$751K 0.45% 49
2021
Q4 		$3.02M Buy
4,699
+145
+3% +$89.5K 0.62% 34
2021
Q3 		$2.46M Sell
4,554
-201
-4% -$108K 0.53% 41
2021
Q2 		$2.33M Buy
4,755
+647
+16% +$281K 0.48% 39
2021
Q1 		$1.57M Buy
4,108
+436
+12% +$168K 0.36% 53
2020
Q4 		$1.4M Buy
3,672
+1,099
+43% +$386K 0.37% 37
2020
Q3 		$840K Buy
2,573
+1,542
+150% +$482K 0.35% 35
2020
Q2 		$305K Buy
+1,031
New +$283K 0.18% 101

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

Advisor OS's INTU Position: Q1 2026 in Review

Advisor OS reduced its Intuit (INTU) stake by 51% in Q1 2026, selling an estimated $518K and leaving 1,043 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #323.

Advisor OS first reported a position in INTU in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Advisor OS held 1,043 shares of Intuit worth $451K as of Q1 2026.
  • Advisor OS sold 1,085 Intuit shares in Q1 2026, an estimated $518K.
  • Intuit made up 0.03% of Advisor OS's portfolio in Q1 2026, its #323 holding.
  • Advisor OS first reported a position in Intuit in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Intuit position peaked at $3.02M in Q4 2021.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.