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American Trust’s Intuit INTU Stock Holding History

American 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 		$471K Buy
1,089
+11
+1% +$5.25K 0.04% 165
2025
Q4 		$714K Sell
1,078
-18
-2% -$11.9K 0.06% 138
2025
Q3 		$748K Buy
1,096
+13
+1% +$9.37K 0.06% 140
2025
Q2 		$853K Sell
1,083
-160
-13% -$108K 0.08% 122
2025
Q1 		$763K Sell
1,243
-1,668
-57% -$1M 0.19% 76
2024
Q4 		$1.83M Buy
2,911
+1,097
+60% +$701K 0.14% 93
2024
Q3 		$1.13M Buy
+1,814
New +$1.16M 0.09% 96

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

American Trust's INTU Position: Q1 2026 in Review

American Trust increased its Intuit (INTU) stake by 1% in Q1 2026, buying an estimated $5.25K and bringing the position to 1,089 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #165.

American Trust first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • American Trust held 1,089 shares of Intuit worth $471K as of Q1 2026.
  • American Trust bought 11 Intuit shares in Q1 2026, an estimated $5.25K.
  • Intuit made up 0.04% of American Trust's portfolio in Q1 2026, its #165 holding.
  • American Trust first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • American Trust's Intuit position peaked at $1.83M in Q4 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.