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Carr Financial Group’s Intuit INTU Stock Holding History

Carr Financial 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
-381
Closed -$252K – 186
2025
Q4 		$252K Buy
+381
New +$252K 0.07% 153
2023
Q3 		– Sell
-513
Closed -$235K – 170
2023
Q2 		$235K Buy
513
+12
+2% +$5.25K 0.09% 155
2023
Q1 		$223K Buy
+501
New +$206K 0.1% 154

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

Carr Financial Group's INTU Position: Q1 2026 in Review

Carr Financial Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 381 shares — an estimated $252K sold.

Carr Financial Group first reported a position in INTU in Q1 2023 and held it in 3 quarters. The position peaked at $252K in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Carr Financial Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Carr Financial Group sold 381 Intuit shares in Q1 2026, an estimated $252K.
  • Carr Financial Group first reported a position in Intuit in Q1 2023 and held it in 3 quarters.
  • Carr Financial Group's Intuit position peaked at $252K in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.