Anchor Investment Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.2M Buy
2,769
+136
+5% +$64.9K 0.1% 173
2025
Q4
$1.74M Buy
2,633
+46
+2% +$30.4K 0.14% 143
2025
Q3
$1.77M Buy
2,587
+62
+2% +$44.7K 0.15% 143
2025
Q2
$1.99M Buy
2,525
+83
+3% +$56.2K 0.17% 135
2025
Q1
$1.5M Buy
2,442
+54
+2% +$32.4K 0.14% 148
2024
Q4
$1.5M Sell
2,388
-27
-1% -$17.3K 0.14% 151
2024
Q3
$1.5M Buy
2,415
+150
+7% +$95.7K 0.14% 151
2024
Q2
$1.49M Sell
2,265
-38
-2% -$23.6K 0.15% 141
2024
Q1
$1.5M Buy
2,303
+224
+11% +$143K 0.16% 145
2023
Q4
$1.3M Sell
2,079
-192
-8% -$106K 0.15% 151
2023
Q3
$1.16M Sell
2,271
-59
-3% -$29.9K 0.15% 144
2023
Q2
$1.07M Buy
2,330
+7
+0.3% +$3.06K 0.14% 152
2023
Q1
$1.04M Buy
2,323
+114
+5% +$46.8K 0.14% 157
2022
Q4
$860K Buy
2,209
+73
+3% +$29K 0.12% 172
2022
Q3
$827K Buy
2,136
+44
+2% +$19K 0.13% 163
2022
Q2
$806K Buy
2,092
+29
+1% +$12K 0.12% 170
2022
Q1
$992K Buy
2,063
+132
+7% +$67.6K 0.13% 169
2021
Q4
$1.24M Buy
1,931
+30
+2% +$18.5K 0.15% 144
2021
Q3
$1.03M Sell
1,901
-32
-2% -$17.2K 0.14% 159
2021
Q2
$948K Buy
1,933
+143
+8% +$62K 0.13% 172
2021
Q1
$686K Buy
1,790
+985
+122% +$379K 0.1% 189
2020
Q4
$306K Buy
805
+90
+13% +$31.6K 0.06% 232
2020
Q3
$233K Buy
715
+90
+14% +$28.2K 0.05% 254
2020
Q2
$185K Hold
625
0.04% 279
2020
Q1
$144K Buy
625
+75
+14% +$20.3K 0.04% 295
2019
Q4
$144K Buy
550
+200
+57% +$52.3K 0.03% 328
2019
Q3
$93.1K Buy
350
+50
+17% +$13.8K 0.02% 371
2019
Q2
$78.4K Buy
300
+275
+1,100% +$69.9K 0.02% 394
2019
Q1
$6.54K Buy
+25
New +$5.78K ﹤0.01% 666

Other funds holding INTU

Anchor Investment Management's INTU Position: Q1 2026 in Review

Anchor Investment Management increased its Intuit (INTU) stake by 5.2% in Q1 2026, buying an estimated $64.9K and bringing the position to 2,769 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #173.

Anchor Investment Management first reported a position in INTU in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.99M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Anchor Investment Management held 2,769 shares of Intuit worth $1.2M as of Q1 2026.
  • Anchor Investment Management bought 136 Intuit shares in Q1 2026, an estimated $64.9K.
  • Intuit made up 0.1% of Anchor Investment Management's portfolio in Q1 2026, its #173 holding.
  • Anchor Investment Management first reported a position in Intuit in Q1 2019 and has held it in 29 quarters since.
  • Anchor Investment Management's Intuit position peaked at $1.99M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.