Blom & Howell Financial Planning’s Intuit INTU Stock Holding History

Blom & Howell Financial Planning’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	-384	Closed	-$254K	–	62
2025 Q4	$254K	Buy	+384	New	+$254K	0.25%	52

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Blom & Howell Financial Planning's INTU Position: Q1 2026 in Review

Blom & Howell Financial Planning sold out of Intuit (INTU) in Q1 2026, closing a stake of 384 shares — an estimated $254K sold.

Blom & Howell Financial Planning first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $254K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Blom & Howell Financial Planning reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Blom & Howell Financial Planning sold 384 Intuit shares in Q1 2026, an estimated $254K.
Blom & Howell Financial Planning first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
Blom & Howell Financial Planning's Intuit position peaked at $254K in Q4 2025.
2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q1 2026, filed 10 Jul 2026.