AWA
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Alta Wealth Advisors’s Intuit INTU Stock Holding History

Alta Wealth Advisors’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
-828
Closed -$549K – 168
2025
Q4 		$549K Buy
828
+9
+1% +$5.95K 0.18% 99
2025
Q3 		$560K Buy
819
+161
+24% +$116K 0.2% 84
2025
Q2 		$519K Buy
658
+167
+34% +$113K 0.24% 65
2025
Q1 		$302K Buy
491
+15
+3% +$9.01K 0.14% 113
2024
Q4 		$299K Sell
476
-706
-60% -$451K 0.13% 115
2024
Q3 		$734K Buy
1,182
+30
+3% +$19.1K 0.34% 64
2024
Q2 		$757K Sell
1,152
-23
-2% -$14.3K 0.38% 61
2024
Q1 		$764K Sell
1,175
-228
-16% -$146K 0.39% 61
2023
Q4 		$877K Sell
1,403
-95
-6% -$52.4K 0.49% 56
2023
Q3 		$766K Buy
1,498
+222
+17% +$112K 0.47% 64
2023
Q2 		$585K Buy
1,276
+14
+1% +$6.13K 0.34% 80
2023
Q1 		$563K Sell
1,262
-50
-4% -$20.5K 0.36% 82
2022
Q4 		$511K Sell
1,312
-37
-3% -$14.7K 0.35% 92
2022
Q3 		$522K Buy
1,349
+6
+0.4% +$2.59K 0.37% 81
2022
Q2 		$521K Sell
1,343
-15
-1% -$6.21K 0.36% 86
2022
Q1 		$653K Buy
1,358
+363
+36% +$186K 0.39% 81
2021
Q4 		$640K Buy
995
+4
+0.4% +$2.47K 0.39% 80
2021
Q3 		$535K Sell
991
-37
-4% -$19.9K 0.39% 91
2021
Q2 		$504K Sell
1,028
-50
-5% -$21.7K 0.37% 95
2021
Q1 		$413K Hold
1,078
– – 0.35% 99
2020
Q4 		$409K Buy
+1,078
New +$379K 0.34% 93

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Alta Wealth Advisors's INTU Position: Q1 2026 in Review

Alta Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 828 shares — an estimated $549K sold.

Alta Wealth Advisors first reported a position in INTU in Q4 2020 and held it in 21 quarters. The position peaked at $877K in Q4 2023. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Alta Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Alta Wealth Advisors sold 828 Intuit shares in Q1 2026, an estimated $549K.
  • Alta Wealth Advisors first reported a position in Intuit in Q4 2020 and held it in 21 quarters.
  • Alta Wealth Advisors's Intuit position peaked at $877K in Q4 2023.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.