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Advocacy Wealth Management Services’s Intuit INTU Stock Holding History

Advocacy Wealth Management Services’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 		$15.3M Buy
35,486
+10,721
+43% +$5.11M 0.68% 33
2025
Q4 		$16.4M Sell
24,765
-473
-2% -$313K 0.69% 34
2025
Q3 		$17.2M Buy
+25,238
New +$18.2M 0.75% 36

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

Advocacy Wealth Management Services's INTU Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its Intuit (INTU) stake by 43% in Q1 2026, buying an estimated $5.11M and bringing the position to 35,486 shares worth $15.3M. The position accounts for 0.68% of the portfolio, ranked #33.

Advocacy Wealth Management Services first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.2M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Advocacy Wealth Management Services held 35,486 shares of Intuit worth $15.3M as of Q1 2026.
  • Advocacy Wealth Management Services bought 10,721 Intuit shares in Q1 2026, an estimated $5.11M.
  • Intuit made up 0.68% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #33 holding.
  • Advocacy Wealth Management Services first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • Advocacy Wealth Management Services's Intuit position peaked at $17.2M in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.