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Buck Wealth Strategies’s Intuit INTU Stock Holding History

Buck Wealth Strategies’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 		$12.1M Buy
27,926
+9,954
+55% +$4.75M 1.49% 27
2025
Q4 		$11.9M Buy
17,972
+1,487
+9% +$983K 1.51% 27
2025
Q3 		$11.3M Buy
16,485
+87
+0.5% +$62.7K 1.54% 21
2025
Q2 		$12.9M Buy
16,398
+1,042
+7% +$705K 1.97% 14
2025
Q1 		$9.43M Buy
15,356
+1,320
+9% +$793K 1.71% 25
2024
Q4 		$8.82M Buy
14,036
+3,035
+28% +$1.94M 1.83% 28
2024
Q3 		$6.83M Sell
11,001
-1,625
-13% -$1.04M 2.15% 23
2024
Q2 		$8.3M Buy
12,626
+7,541
+148% +$4.68M 2.45% 13
2024
Q1 		$3.31M Sell
5,085
-6,807
-57% -$4.35M 1.14% 26
2023
Q4 		$7.43M Buy
11,892
+2,532
+27% +$1.4M 2.75% 16
2023
Q3 		$4.78M Buy
9,360
+9,320
+23,300% +$4.72M 1.92% 32
2023
Q2 		$18.4K Buy
40
+32
+400% +$14K 0.01% 116
2023
Q1 		$3.63K Buy
+8
New +$3.28K ﹤0.01% 143
2022
Q3 		$4.24M Buy
+8,303
New +$3.59M 1.98% 32

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

Buck Wealth Strategies's INTU Position: Q1 2026 in Review

Buck Wealth Strategies increased its Intuit (INTU) stake by 55% in Q1 2026, buying an estimated $4.75M and bringing the position to 27,926 shares worth $12.1M. The position accounts for 1.49% of the portfolio, ranked #27.

Buck Wealth Strategies first reported a position in INTU in Q3 2022 and has held it in 14 quarters since. The position peaked at $12.9M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Buck Wealth Strategies held 27,926 shares of Intuit worth $12.1M as of Q1 2026.
  • Buck Wealth Strategies bought 9,954 Intuit shares in Q1 2026, an estimated $4.75M.
  • Intuit made up 1.49% of Buck Wealth Strategies's portfolio in Q1 2026, its #27 holding.
  • Buck Wealth Strategies first reported a position in Intuit in Q3 2022 and has held it in 14 quarters since.
  • Buck Wealth Strategies's Intuit position peaked at $12.9M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.