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Alliance Wealth Advisors (Utah)’s Intuit INTU Stock Holding History

Alliance Wealth Advisors (Utah)’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
-1,056
Closed -$700K – 250
2025
Q4 		$700K Sell
1,056
-671
-39% -$443K 0.15% 139
2025
Q3 		$1.18M Buy
1,727
+1,372
+386% +$989K 0.28% 94
2025
Q2 		$280K Buy
+355
New +$240K 0.07% 234

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

Alliance Wealth Advisors (Utah)'s INTU Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,056 shares — an estimated $700K sold.

Alliance Wealth Advisors (Utah) first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $1.18M in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Alliance Wealth Advisors (Utah) reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,056 Intuit shares in Q1 2026, an estimated $700K.
  • Alliance Wealth Advisors (Utah) first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
  • Alliance Wealth Advisors (Utah)'s Intuit position peaked at $1.18M in Q3 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.