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Atticus Wealth Management’s Intuit INTU Stock Holding History

Atticus 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 		– Sell
-707
Closed -$468K – 192
2025
Q4 		$468K Sell
707
-11
-2% -$7.27K 0.12% 108
2025
Q3 		$491K Sell
718
-17
-2% -$12.3K 0.12% 108
2025
Q2 		$579K Buy
735
+33
+5% +$22.3K 0.16% 82
2025
Q1 		$431K Buy
702
+140
+25% +$84.1K 0.14% 81
2024
Q4 		$353K Buy
562
+39
+7% +$24.9K 0.11% 85
2024
Q3 		$325K Buy
523
+15
+3% +$9.57K 0.1% 93
2024
Q2 		$334K Sell
508
-48
-9% -$29.8K 0.11% 84
2024
Q1 		$362K Buy
556
+132
+31% +$84.3K 0.12% 83
2023
Q4 		$265K Buy
424
+3
+0.7% +$1.66K 0.09% 106
2023
Q3 		$215K Sell
421
-9
-2% -$4.55K 0.08% 121
2023
Q2 		$197K Sell
430
-5
-1% -$2.19K 0.07% 135
2023
Q1 		$194K Buy
435
+140
+47% +$57.5K 0.07% 133
2022
Q4 		$115K Sell
295
-100
-25% -$39.7K 0.05% 170
2022
Q3 		$152K Hold
395
– – 0.07% 132
2022
Q2 		$152K Buy
395
+133
+51% +$55.1K 0.06% 148
2022
Q1 		$126K Sell
262
-10
-4% -$5.12K 0.05% 179
2021
Q4 		$175K Sell
272
-95
-26% -$58.6K 0.07% 132
2021
Q3 		$198K Sell
367
-31
-8% -$16.7K 0.09% 103
2021
Q2 		$195K Hold
398
– – 0.08% 117
2021
Q1 		$152K Hold
398
– – 0.07% 128
2020
Q4 		$151K Hold
398
– – 0.08% 122
2020
Q3 		$130K Hold
398
– – 0.08% 113
2020
Q2 		$118K Buy
398
+4
+1% +$1.1K 0.08% 112
2020
Q1 		$91K Sell
394
-18
-4% -$4.87K 0.07% 122
2019
Q4 		$108K Buy
+412
New +$108K 0.07% 125

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

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

Atticus Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 707 shares — an estimated $468K sold.

Atticus Wealth Management first reported a position in INTU in Q4 2019 and held it in 25 quarters. The position peaked at $579K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Atticus Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 707 Intuit shares in Q1 2026, an estimated $468K.
  • Atticus Wealth Management first reported a position in Intuit in Q4 2019 and held it in 25 quarters.
  • Atticus Wealth Management's Intuit position peaked at $579K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.