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Atomi Financial Group’s Intuit INTU Stock Holding History

Atomi Financial Group’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 		$1.76M Sell
4,081
-611
-13% -$291K 0.05% 270
2025
Q4 		$3.11M Buy
4,692
+874
+23% +$578K 0.09% 168
2025
Q3 		$2.61M Buy
3,818
+194
+5% +$140K 0.08% 163
2025
Q2 		$2.85M Buy
3,624
+373
+11% +$252K 0.11% 137
2025
Q1 		$2M Buy
3,251
+719
+28% +$432K 0.09% 168
2024
Q4 		$1.59M Buy
2,532
+257
+11% +$164K 0.08% 182
2024
Q3 		$1.41M Sell
2,275
-46
-2% -$29.4K 0.09% 179
2024
Q2 		$1.53M Buy
2,321
+670
+41% +$416K 0.11% 146
2024
Q1 		$1.07M Buy
1,651
+238
+17% +$152K 0.1% 175
2023
Q4 		$883K Buy
1,413
+594
+73% +$328K 0.12% 152
2023
Q3 		$419K Sell
819
-40
-5% -$20.2K 0.14% 175
2023
Q2 		$393K Buy
859
+131
+18% +$57.4K 0.18% 150
2023
Q1 		$324K Buy
+728
New +$299K 0.18% 135

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

Atomi Financial Group's INTU Position: Q1 2026 in Review

Atomi Financial Group reduced its Intuit (INTU) stake by 13% in Q1 2026, selling an estimated $291K and leaving 4,081 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #270.

Atomi Financial Group first reported a position in INTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.11M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Atomi Financial Group held 4,081 shares of Intuit worth $1.76M as of Q1 2026.
  • Atomi Financial Group sold 611 Intuit shares in Q1 2026, an estimated $291K.
  • Intuit made up 0.05% of Atomi Financial Group's portfolio in Q1 2026, its #270 holding.
  • Atomi Financial Group first reported a position in Intuit in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Intuit position peaked at $3.11M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.