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Arete Wealth Advisors’s Intuit INTU Stock Holding History

Arete Wealth 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 		– Sell
-441
Closed -$292K – 509
2025
Q4 		$292K Sell
441
-2
-0.5% -$1.32K 0.02% 607
2025
Q3 		$302K Sell
443
-1,429
-76% -$1.03M 0.02% 601
2025
Q2 		$1.48M Buy
1,872
+891
+91% +$603K 0.1% 192
2025
Q1 		$602K Buy
981
+47
+5% +$28.2K 0.05% 339
2024
Q4 		$587K Buy
934
+394
+73% +$252K 0.04% 364
2024
Q3 		$334K Buy
540
+90
+20% +$57.4K 0.03% 489
2024
Q2 		$296K Buy
+450
New +$279K 0.02% 528
2024
Q1 		– Sell
-411
Closed -$257K – 533
2023
Q4 		$257K Sell
411
-11
-3% -$6.07K 0.02% 592
2023
Q3 		$216K Buy
+422
New +$214K 0.04% 419

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

Arete Wealth Advisors's INTU Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 441 shares — an estimated $292K sold.

Arete Wealth Advisors first reported a position in INTU in Q3 2023 and held it in 9 quarters. The position peaked at $1.48M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 441 Intuit shares in Q1 2026, an estimated $292K.
  • Arete Wealth Advisors first reported a position in Intuit in Q3 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's Intuit position peaked at $1.48M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.