Angeles Wealth Management’s Intuit INTU Stock Holding History

Angeles Wealth Management’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	$581K	Sell	1,344 -2,884	-68%	-$1.38M	0.03%	208
2025 Q4	$2.8M	Buy	4,228 +159	+4%	+$105K	0.15%	59
2025 Q3	$2.78M	Buy	4,069 +3,199	+368%	+$2.31M	0.17%	53
2025 Q2	$685K	Buy	870 +264	+44%	+$179K	0.05%	146
2025 Q1	$372K	Buy	606 +163	+37%	+$97.9K	0.03%	171
2024 Q4	$278K	Buy	443 +52	+13%	+$33.2K	0.02%	231
2024 Q3	$243K	Buy	391 +5	+1%	+$3.19K	0.02%	237
2024 Q2	$254K	Hold	386	–	–	0.02%	202
2024 Q1	$251K	Buy	+386	New	+$246K	0.03%	188
2022 Q2	–	Sell	-460	Closed	-$221K	–	205
2022 Q1	$221K	Buy	+460	New	+$236K	0.04%	154

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

Angeles Wealth Management's INTU Position: Q1 2026 in Review

Angeles Wealth Management reduced its Intuit (INTU) stake by 68% in Q1 2026, selling an estimated $1.38M and leaving 1,344 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #208.

Angeles Wealth Management first reported a position in INTU in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.8M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Angeles Wealth Management held 1,344 shares of Intuit worth $581K as of Q1 2026.
Angeles Wealth Management sold 2,884 Intuit shares in Q1 2026, an estimated $1.38M.
Intuit made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #208 holding.
Angeles Wealth Management first reported a position in Intuit in Q1 2022 and has held it in 10 quarters since.
Angeles Wealth Management's Intuit position peaked at $2.8M in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.