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Catalyst Financial Partners’s Intuit INTU Stock Holding History

Catalyst Financial Partners’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 		$728K Buy
1,684
+396
+31% +$189K 0.09% 145
2025
Q4 		$853K Buy
1,288
+114
+10% +$75.3K 0.1% 115
2025
Q3 		$802K Buy
1,174
+11
+0.9% +$7.93K 0.1% 110
2025
Q2 		$916K Buy
1,163
+68
+6% +$46K 0.1% 90
2025
Q1 		$672K Buy
1,095
+51
+5% +$30.6K 0.12% 112
2024
Q4 		$656K Buy
1,044
+32
+3% +$20.4K 0.12% 104
2024
Q3 		$628K Buy
1,012
+64
+7% +$40.9K 0.12% 106
2024
Q2 		$623K Buy
948
+25
+3% +$15.5K 0.14% 99
2024
Q1 		$566K Buy
923
+43
+5% +$27.4K 0.15% 94
2023
Q4 		$550K Buy
880
+98
+13% +$54.1K 0.16% 87
2023
Q3 		$400K Buy
782
+55
+8% +$27.8K 0.13% 117
2023
Q2 		$333K Buy
727
+109
+18% +$47.7K 0.12% 125
2023
Q1 		$276K Buy
618
+100
+19% +$41.1K 0.12% 132
2022
Q4 		$202K Buy
+518
New +$205K 0.1% 156

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

Catalyst Financial Partners's INTU Position: Q1 2026 in Review

Catalyst Financial Partners increased its Intuit (INTU) stake by 31% in Q1 2026, buying an estimated $189K and bringing the position to 1,684 shares worth $728K. The position accounts for 0.09% of the portfolio, ranked #145.

Catalyst Financial Partners first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $916K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Catalyst Financial Partners held 1,684 shares of Intuit worth $728K as of Q1 2026.
  • Catalyst Financial Partners bought 396 Intuit shares in Q1 2026, an estimated $189K.
  • Intuit made up 0.09% of Catalyst Financial Partners's portfolio in Q1 2026, its #145 holding.
  • Catalyst Financial Partners first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Intuit position peaked at $916K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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