Alpha Family Trust’s Intuit INTU Stock Holding History

Alpha Family Trust’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	$1.05M	Buy	2,425 +275	+13%	+$131K	0.51%	33
2025 Q4	$1.42M	Hold	2,150	–	–	0.65%	23
2025 Q3	$1.47M	Hold	2,150	–	–	0.69%	19
2025 Q2	$1.69M	Buy	2,150 +485	+29%	+$328K	0.84%	18
2025 Q1	$1.02M	Buy	1,665 +415	+33%	+$249K	0.6%	32
2024 Q4	$786K	Buy	1,250 +345	+38%	+$220K	0.44%	35
2024 Q3	$562K	Hold	905	–	–	0.31%	56
2024 Q2	$595K	Hold	905	–	–	0.35%	55
2024 Q1	$588K	Hold	905	–	–	0.36%	53
2023 Q4	$566K	Hold	905	–	–	0.38%	48
2023 Q3	$462K	Hold	905	–	–	0.35%	57
2023 Q2	$415K	Hold	905	–	–	0.29%	59
2023 Q1	$403K	Buy	905 +370	+69%	+$152K	0.32%	59
2022 Q4	$208K	Buy	+535	New	+$212K	0.19%	112

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

Alpha Family Trust's INTU Position: Q1 2026 in Review

Alpha Family Trust increased its Intuit (INTU) stake by 13% in Q1 2026, buying an estimated $131K and bringing the position to 2,425 shares worth $1.05M. The position accounts for 0.51% of the portfolio, ranked #33.

Alpha Family Trust first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.69M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Alpha Family Trust held 2,425 shares of Intuit worth $1.05M as of Q1 2026.
Alpha Family Trust bought 275 Intuit shares in Q1 2026, an estimated $131K.
Intuit made up 0.51% of Alpha Family Trust's portfolio in Q1 2026, its #33 holding.
Alpha Family Trust first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's Intuit position peaked at $1.69M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.