Alta Advisers’s Intuit INTU Stock Holding History

Alta Advisers’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	$470K	Hold	1,088	–	–	0.17%	84
2025 Q4	$721K	Sell	1,088 -280	-20%	-$185K	0.26%	57
2025 Q3	$934K	Buy	1,368 +40	+3%	+$28.8K	0.29%	56
2025 Q2	$1.05M	Hold	1,328	–	–	0.37%	45
2025 Q1	$815K	Buy	1,328 +400	+43%	+$240K	0.35%	58
2024 Q4	$583K	Buy	928 +128	+16%	+$81.8K	0.37%	50
2024 Q3	$497K	Hold	800	–	–	0.23%	50
2024 Q2	$526K	Hold	800	–	–	0.25%	41
2024 Q1	$520K	Hold	800	–	–	0.26%	42
2023 Q4	$500K	Hold	800	–	–	0.27%	42
2023 Q3	$409K	Hold	800	–	–	0.24%	45
2023 Q2	$367K	Hold	800	–	–	0.21%	53
2023 Q1	$357K	Hold	800	–	–	0.21%	56
2022 Q4	$311K	Hold	800	–	–	0.19%	65
2022 Q3	$310K	Buy	+800	New	+$346K	0.2%	56

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

Alta Advisers's INTU Position: Q1 2026 in Review

Alta Advisers held its Intuit (INTU) position steady in Q1 2026 at 1,088 shares worth $470K. The position accounts for 0.17% of the portfolio, ranked #84.

Alta Advisers first reported a position in INTU in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Alta Advisers held 1,088 shares of Intuit worth $470K as of Q1 2026.
Alta Advisers left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.17% of Alta Advisers's portfolio in Q1 2026, its #84 holding.
Alta Advisers first reported a position in Intuit in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Intuit position peaked at $1.05M in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.