AWM
INTU icon

Ariadne Wealth Management’s Intuit INTU Stock Holding History

Ariadne 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 		$331K Buy
765
+91
+14% +$43.4K 0.15% 156
2025
Q4 		$268K Sell
674
-223
-25% -$147K 0.11% 192
2025
Q3 		$583K Buy
897
+30
+3% +$21.6K 0.26% 88
2025
Q2 		$617K Buy
867
+12
+1% +$8.12K 0.3% 73
2025
Q1 		$559K Buy
855
+9
+1% +$5.41K 0.29% 81
2024
Q4 		$496K Buy
846
+64
+8% +$40.9K 0.23% 88
2024
Q3 		$527K Buy
+782
New +$499K 0.29% 65

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

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

Ariadne Wealth Management increased its Intuit (INTU) stake by 14% in Q1 2026, buying an estimated $43.4K and bringing the position to 765 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #156.

Ariadne Wealth Management first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $617K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Ariadne Wealth Management held 765 shares of Intuit worth $331K as of Q1 2026.
  • Ariadne Wealth Management bought 91 Intuit shares in Q1 2026, an estimated $43.4K.
  • Intuit made up 0.15% of Ariadne Wealth Management's portfolio in Q1 2026, its #156 holding.
  • Ariadne Wealth Management first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Intuit position peaked at $617K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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