Allworth Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3M | Buy |
6,944
+386
| +6% | +$184K | 0.01% | 451 |
|
|
2025
Q4 | $4.34M | Buy |
6,558
+2,039
| +45% | +$1.35M | 0.02% | 380 |
|
|
2025
Q3 | $3.09M | Sell |
4,519
-1,149
| -20% | -$828K | 0.01% | 421 |
|
|
2025
Q2 | $4.46M | Buy |
5,668
+2,654
| +88% | +$1.8M | 0.02% | 325 |
|
|
2025
Q1 | $1.85M | Buy |
3,014
+87
| +3% | +$52.2K | 0.01% | 416 |
|
|
2024
Q4 | $1.79M | Buy |
2,927
+50
| +2% | +$31.9K | 0.01% | 427 |
|
|
2024
Q3 | $1.79M | Buy |
2,877
+82
| +3% | +$52.3K | 0.01% | 358 |
|
|
2024
Q2 | $1.78M | Sell |
2,795
-178
| -6% | -$110K | 0.01% | 350 |
|
|
2024
Q1 | $1.93M | Buy |
2,973
+621
| +26% | +$396K | 0.01% | 323 |
|
|
2023
Q4 | $1.47M | Buy |
2,352
+132
| +6% | +$72.8K | 0.01% | 350 |
|
|
2023
Q3 | $1.13M | Buy |
2,220
+126
| +6% | +$63.8K | 0.01% | 359 |
|
|
2023
Q2 | $959K | Buy |
2,094
+232
| +12% | +$102K | 0.01% | 383 |
|
|
2023
Q1 | $830K | Buy |
1,862
+506
| +37% | +$208K | 0.01% | 376 |
|
|
2022
Q4 | $528K | Sell |
1,356
-317
| -19% | -$126K | 0.01% | 443 |
|
|
2022
Q3 | $648K | Buy |
1,673
+284
| +20% | +$123K | 0.01% | 381 |
|
|
2022
Q2 | $535K | Buy |
1,389
+551
| +66% | +$228K | 0.01% | 387 |
|
|
2022
Q1 | $403K | Buy |
838
+646
| +336% | +$331K | 0.01% | 429 |
|
|
2021
Q4 | $123K | Buy |
192
+56
| +41% | +$34.6K | ﹤0.01% | 638 |
|
|
2021
Q3 | $73K | Buy |
136
+71
| +109% | +$38.3K | ﹤0.01% | 690 |
|
|
2021
Q2 | $32K | Hold |
65
| – | – | ﹤0.01% | 724 |
|
|
2021
Q1 | $25K | Hold |
65
| – | – | ﹤0.01% | 736 |
|
|
2020
Q4 | $25K | Hold |
65
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $21K | Hold |
65
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $19K | Hold |
65
| – | – | ﹤0.01% | 594 |
|
|
2020
Q1 | $15K | Sell |
65
-20
| -24% | -$5.42K | ﹤0.01% | 609 |
|
|
2019
Q4 | $22K | Hold |
85
| – | – | ﹤0.01% | 506 |
|
|
2019
Q3 | $23K | Buy |
85
+20
| +31% | +$5.5K | ﹤0.01% | 437 |
|
|
2019
Q2 | $17K | Hold |
65
| – | – | ﹤0.01% | 485 |
|
|
2019
Q1 | $17K | Hold |
65
| – | – | ﹤0.01% | 480 |
|
|
2018
Q4 | $13K | Hold |
65
| – | – | ﹤0.01% | 478 |
|
|
2018
Q3 | $15K | Buy |
65
+51
| +364% | +$11K | ﹤0.01% | 481 |
|
|
2018
Q2 | $3K | Buy |
14
+13
| +1,300% | +$2.49K | ﹤0.01% | 723 |
|
|
2018
Q1 | $0 | Sell |
1
-1
| -50% | -$168 | ﹤0.01% | 836 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | +$305 | ﹤0.01% | 773 |
|
Other funds holding INTU
VCM
VPM
Allworth Financial's INTU Position: Q1 2026 in Review
Allworth Financial increased its Intuit (INTU) stake by 5.9% in Q1 2026, buying an estimated $184K and bringing the position to 6,944 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #451.
Allworth Financial first reported a position in INTU in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.46M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Allworth Financial held 6,944 shares of Intuit worth $3M as of Q1 2026.
- Allworth Financial bought 386 Intuit shares in Q1 2026, an estimated $184K.
- Intuit made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #451 holding.
- Allworth Financial first reported a position in Intuit in Q4 2017 and has held it in 34 quarters since.
- Allworth Financial's Intuit position peaked at $4.46M in Q2 2025.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.