AssetMark Inc
INTU icon

AssetMark Inc’s Intuit INTU Stock Holding History

AssetMark Inc’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 		$37.7M Buy
87,138
+23,356
+37% +$11.1M 0.08% 200
2025
Q4 		$42.3M Sell
63,782
-4,565
-7% -$3.02M 0.09% 185
2025
Q3 		$46.7M Buy
68,347
+1,812
+3% +$1.31M 0.1% 165
2025
Q2 		$52.4M Buy
66,535
+4,970
+8% +$3.36M 0.12% 144
2025
Q1 		$37.8M Sell
61,565
-5,528
-8% -$3.32M 0.1% 167
2024
Q4 		$42.2M Buy
67,093
+4,998
+8% +$3.19M 0.11% 153
2024
Q3 		$38.6M Buy
62,095
+6,098
+11% +$3.89M 0.11% 163
2024
Q2 		$36.8M Buy
55,997
+8,036
+17% +$4.98M 0.11% 159
2024
Q1 		$31.2M Buy
47,961
+3,700
+8% +$2.36M 0.1% 171
2023
Q4 		$27.7M Buy
44,261
+5,228
+13% +$2.88M 0.1% 173
2023
Q3 		$19.9M Buy
39,033
+5,488
+16% +$2.78M 0.08% 189
2023
Q2 		$15.4M Buy
33,545
+3,719
+12% +$1.63M 0.06% 208
2023
Q1 		$13.3M Buy
29,826
+2,252
+8% +$924K 0.06% 214
2022
Q4 		$10.7M Buy
27,574
+2,911
+12% +$1.15M 0.05% 222
2022
Q3 		$9.55M Buy
24,663
+959
+4% +$414K 0.04% 217
2022
Q2 		$9.14M Buy
23,704
+5,195
+28% +$2.15M 0.04% 222
2022
Q1 		$8.9M Buy
18,509
+9,959
+116% +$5.1M 0.04% 232
2021
Q4 		$5.5M Buy
8,550
+7,641
+841% +$4.72M 0.02% 258
2021
Q3 		$490K Buy
909
+483
+113% +$260K ﹤0.01% 458
2021
Q2 		$209K Buy
426
+19
+5% +$8.24K ﹤0.01% 572
2021
Q1 		$156K Sell
407
-129
-24% -$49.7K ﹤0.01% 583
2020
Q4 		$204K Sell
536
-10
-2% -$3.51K ﹤0.01% 539
2020
Q3 		$178K Sell
546
-28
-5% -$8.76K ﹤0.01% 526
2020
Q2 		$170K Buy
574
+37
+7% +$10.2K ﹤0.01% 516
2020
Q1 		$124K Buy
537
+14
+3% +$3.79K ﹤0.01% 548
2019
Q4 		$137K Buy
523
+73
+16% +$19.1K ﹤0.01% 591
2019
Q3 		$120K Buy
450
+6
+1% +$1.65K ﹤0.01% 575
2019
Q2 		$116K Buy
444
+2
+0.5% +$508 ﹤0.01% 573
2019
Q1 		$116K Buy
442
+45
+11% +$10.4K ﹤0.01% 546
2018
Q4 		$78K Buy
397
+255
+180% +$53.1K ﹤0.01% 610
2018
Q3 		$32K Sell
142
-55
-28% -$11.8K ﹤0.01% 833
2018
Q2 		$40K Sell
197
-33
-14% -$6.33K ﹤0.01% 773
2018
Q1 		$40K Sell
230
-1,205
-84% -$203K ﹤0.01% 789
2017
Q4 		$226K Buy
1,435
+1,244
+651% +$190K ﹤0.01% 456
2017
Q3 		$27K Sell
191
-28
-13% -$3.87K ﹤0.01% 854
2017
Q2 		$29K Sell
219
-36
-14% -$4.67K ﹤0.01% 812
2017
Q1 		$30K Sell
255
-26
-9% -$3.12K ﹤0.01% 770
2016
Q4 		$32K Buy
281
+8
+3% +$896 ﹤0.01% 742
2016
Q3 		$30K Buy
273
+28
+11% +$3.13K ﹤0.01% 759
2016
Q2 		$27K Sell
245
-40
-14% -$4.18K ﹤0.01% 768
2016
Q1 		$30K Buy
285
+52
+22% +$5.02K ﹤0.01% 687
2015
Q4 		$22K Buy
+233
New +$22.5K ﹤0.01% 782
2015
Q3 		– Sell
-1,863
Closed -$188K – 787
2015
Q2 		$188K Sell
1,863
-61
-3% -$6.22K ﹤0.01% 410
2015
Q1 		$187K Sell
1,924
-698
-27% -$64.8K ﹤0.01% 391
2014
Q4 		$242K Sell
2,622
-45
-2% -$4K 0.01% 390
2014
Q3 		$234K Buy
2,667
+45
+2% +$3.74K 0.01% 392
2014
Q2 		$211K Buy
+2,622
New +$202K ﹤0.01% 398

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

AssetMark Inc's INTU Position: Q1 2026 in Review

AssetMark Inc increased its Intuit (INTU) stake by 37% in Q1 2026, buying an estimated $11.1M and bringing the position to 87,138 shares worth $37.7M. The position accounts for 0.08% of the portfolio, ranked #200.

AssetMark Inc first reported a position in INTU in Q2 2014 and has held it in 47 quarters since. The position peaked at $52.4M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • AssetMark Inc held 87,138 shares of Intuit worth $37.7M as of Q1 2026.
  • AssetMark Inc bought 23,356 Intuit shares in Q1 2026, an estimated $11.1M.
  • Intuit made up 0.08% of AssetMark Inc's portfolio in Q1 2026, its #200 holding.
  • AssetMark Inc first reported a position in Intuit in Q2 2014 and has held it in 47 quarters since.
  • AssetMark Inc's Intuit position peaked at $52.4M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.