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Apriem Advisors’s Intuit INTU Stock Holding History

Apriem 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 		$4.21M Sell
9,730
-587
-6% -$280K 0.4% 42
2025
Q4 		$6.83M Sell
10,317
-162
-2% -$107K 0.63% 36
2025
Q3 		$7.16M Sell
10,479
-419
-4% -$302K 0.68% 36
2025
Q2 		$8.58M Sell
10,898
-360
-3% -$244K 0.91% 28
2025
Q1 		$6.91M Sell
11,258
-4,520
-29% -$2.71M 0.81% 35
2024
Q4 		$9.92M Sell
15,778
-360
-2% -$230K 1.14% 27
2024
Q3 		$10M Sell
16,138
-321
-2% -$205K 1.17% 29
2024
Q2 		$10.8M Buy
+16,459
New +$10.2M 1.32% 23
2017
Q2 		– Sell
-33
Closed -$4K – 323
2017
Q1 		$4K Hold
33
– – ﹤0.01% 512
2016
Q4 		$4K Buy
+33
New +$3.69K ﹤0.01% 532

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

Apriem Advisors's INTU Position: Q1 2026 in Review

Apriem Advisors reduced its Intuit (INTU) stake by 5.7% in Q1 2026, selling an estimated $280K and leaving 9,730 shares worth $4.21M. The position accounts for 0.4% of the portfolio, ranked #42.

Apriem Advisors first reported a position in INTU in Q4 2016 and has held it in 10 quarters since. The position peaked at $10.8M in Q2 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Apriem Advisors held 9,730 shares of Intuit worth $4.21M as of Q1 2026.
  • Apriem Advisors sold 587 Intuit shares in Q1 2026, an estimated $280K.
  • Intuit made up 0.4% of Apriem Advisors's portfolio in Q1 2026, its #42 holding.
  • Apriem Advisors first reported a position in Intuit in Q4 2016 and has held it in 10 quarters since.
  • Apriem Advisors's Intuit position peaked at $10.8M in Q2 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.