Ameritas Advisory Services’s Intuit INTU Stock Holding History

Ameritas Advisory Services’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	$417K	Buy	964 +61	+7%	+$29.1K	0.02%	646
2025 Q4	$598K	Buy	903 +561	+164%	+$371K	0.02%	510
2025 Q3	$233K	Buy	342 +13	+4%	+$9.37K	0.02%	577
2025 Q2	$259K	Sell	329 -77	-19%	-$52.1K	0.01%	667
2025 Q1	$255K	Sell	406 -610	-60%	-$366K	0.01%	742
2024 Q4	$639K	Buy	1,016 +662	+187%	+$423K	0.02%	519
2024 Q3	$220K	Sell	354 -27	-7%	-$17.2K	0.01%	786
2024 Q2	$251K	Sell	381 -14	-4%	-$8.68K	0.01%	789
2024 Q1	$245K	Sell	395 -15	-4%	-$9.57K	0.01%	765
2023 Q4	$267K	Sell	410 -156	-28%	-$86K	0.01%	579
2023 Q3	$299K	Buy	566 +18	+3%	+$9.11K	0.01%	631
2023 Q2	$245K	Buy	548 +5	+0.9%	+$2.19K	0.03%	467
2023 Q1	$242K	Buy	543 +6	+1%	+$2.46K	0.01%	710
2022 Q4	$209K	Buy	537 +4	+0.8%	+$1.59K	0.01%	814
2022 Q3	$206K	Buy	+533	New	+$230K	0.01%	705
2022 Q2	–	Sell	-527	Closed	-$254K	–	824
2022 Q1	$254K	Buy	527 +8	+2%	+$4.1K	0.01%	718
2021 Q4	$334K	Buy	+519	New	+$320K	0.01%	615

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

Ameritas Advisory Services's INTU Position: Q1 2026 in Review

Ameritas Advisory Services increased its Intuit (INTU) stake by 6.8% in Q1 2026, buying an estimated $29.1K and bringing the position to 964 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #646.

Ameritas Advisory Services first reported a position in INTU in Q4 2021 and has held it in 17 quarters since. The position peaked at $639K in Q4 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Ameritas Advisory Services held 964 shares of Intuit worth $417K as of Q1 2026.
Ameritas Advisory Services bought 61 Intuit shares in Q1 2026, an estimated $29.1K.
Intuit made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #646 holding.
Ameritas Advisory Services first reported a position in Intuit in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's Intuit position peaked at $639K in Q4 2024.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.