Blackston Financial Advisory Group’s Intuit INTU Stock Holding History

Blackston Financial Advisory 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	–	Sell	-347	Closed	-$230K	–	110
2025 Q4	$230K	Buy	347 +1	+0.3%	+$661	0.14%	90
2025 Q3	$236K	Sell	346 -6	-2%	-$4.33K	0.14%	91
2025 Q2	$277K	Buy	+352	New	+$238K	0.17%	76
2024 Q1	–	Sell	-500	Closed	-$313K	–	79
2023 Q4	$313K	Hold	500	–	–	0.2%	66
2023 Q3	$255K	Hold	500	–	–	0.18%	76
2023 Q2	$229K	Hold	500	–	–	0.17%	83
2023 Q1	$223K	Buy	+500	New	+$205K	0.17%	86
2022 Q4	–	Sell	-500	Closed	-$214K	–	91
2022 Q3	$214K	Hold	500	–	–	0.15%	80
2022 Q2	$205K	Hold	500	–	–	0.13%	90
2022 Q1	$270K	Hold	500	–	–	0.18%	67
2021 Q4	$322K	Buy	+500	New	+$309K	0.19%	63

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Blackston Financial Advisory Group's INTU Position: Q1 2026 in Review

Blackston Financial Advisory Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 347 shares — an estimated $230K sold.

Blackston Financial Advisory Group first reported a position in INTU in Q4 2021 and held it in 11 quarters. The position peaked at $322K in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Blackston Financial Advisory Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Blackston Financial Advisory Group sold 347 Intuit shares in Q1 2026, an estimated $230K.
Blackston Financial Advisory Group first reported a position in Intuit in Q4 2021 and held it in 11 quarters.
Blackston Financial Advisory Group's Intuit position peaked at $322K in Q4 2021.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.