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Arkadios Wealth Advisors’s Intuit INTU Stock Holding History

Arkadios 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 		$921K Sell
2,131
-238
-10% -$114K 0.02% 828
2025
Q4 		$1.57M Sell
2,369
-57
-2% -$37.7K 0.03% 529
2025
Q3 		$1.66M Sell
2,426
-4
-0.2% -$2.88K 0.04% 458
2025
Q2 		$1.91M Buy
2,430
+412
+20% +$279K 0.06% 361
2025
Q1 		$1.24M Buy
2,018
+20
+1% +$12K 0.05% 394
2024
Q4 		$1.26M Buy
1,998
+55
+3% +$35.1K 0.07% 284
2024
Q3 		$1.21M Buy
1,943
+486
+33% +$310K 0.07% 281
2024
Q2 		$958K Buy
1,457
+167
+13% +$104K 0.06% 292
2024
Q1 		$838K Buy
1,290
+48
+4% +$30.6K 0.07% 271
2023
Q4 		$777K Sell
1,242
-179
-13% -$98.7K 0.07% 270
2023
Q3 		$726K Buy
1,421
+16
+1% +$8.1K 0.07% 269
2023
Q2 		$644K Buy
1,405
+419
+42% +$183K 0.07% 255
2023
Q1 		$439K Sell
986
-38
-4% -$15.6K 0.05% 333
2022
Q4 		$399K Hold
1,024
– – 0.05% 335
2022
Q3 		$397K Buy
1,024
+173
+20% +$74.7K 0.06% 320
2022
Q2 		$328K Buy
851
+219
+35% +$90.7K 0.05% 376
2022
Q1 		$304K Buy
632
+181
+40% +$92.7K 0.04% 424
2021
Q4 		$290K Sell
451
-64
-12% -$39.5K 0.04% 460
2021
Q3 		$278K Buy
515
+129
+33% +$69.5K 0.04% 422
2021
Q2 		$189K Sell
386
-235
-38% -$102K 0.02% 542
2021
Q1 		$237K Buy
621
+576
+1,280% +$222K 0.04% 379
2020
Q4 		$17K Sell
45
-73
-62% -$25.6K ﹤0.01% 804
2020
Q3 		$40.3K Sell
118
-6
-5% -$1.88K 0.02% 450
2020
Q2 		$35.4K Sell
124
-1,735
-93% -$476K 0.02% 425
2020
Q1 		$428K Buy
1,859
+1,843
+11,519% +$499K 0.27% 87
2019
Q4 		$4.76K Buy
+16
New +$4.18K ﹤0.01% 705

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

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

Arkadios Wealth Advisors reduced its Intuit (INTU) stake by 10% in Q1 2026, selling an estimated $114K and leaving 2,131 shares worth $921K. The position accounts for 0.02% of the portfolio, ranked #828.

Arkadios Wealth Advisors first reported a position in INTU in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.91M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Arkadios Wealth Advisors held 2,131 shares of Intuit worth $921K as of Q1 2026.
  • Arkadios Wealth Advisors sold 238 Intuit shares in Q1 2026, an estimated $114K.
  • Intuit made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #828 holding.
  • Arkadios Wealth Advisors first reported a position in Intuit in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Intuit position peaked at $1.91M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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