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BankPlus Wealth Management’s Intuit INTU Stock Holding History

BankPlus 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
-713
Closed -$474K – 123
2025
Q4 		$474K Buy
713
+122
+21% +$80.6K 0.26% 70
2025
Q3 		$404K Buy
591
+8
+1% +$5.77K 0.24% 78
2025
Q2 		$460K Buy
583
+58
+11% +$39.3K 0.31% 65
2025
Q1 		$322K Buy
+525
New +$315K 0.24% 83

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

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

BankPlus Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 713 shares — an estimated $474K sold.

BankPlus Wealth Management first reported a position in INTU in Q1 2025 and held it in 4 quarters. The position peaked at $474K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • BankPlus Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • BankPlus Wealth Management sold 713 Intuit shares in Q1 2026, an estimated $474K.
  • BankPlus Wealth Management first reported a position in Intuit in Q1 2025 and held it in 4 quarters.
  • BankPlus Wealth Management's Intuit position peaked at $474K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on BankPlus Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.