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Centurion Wealth Management’s Intuit INTU Stock Holding History

Centurion Wealth Management’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
-346
Closed -$229K – 331
2025
Q4 		$229K Buy
346
+17
+5% +$11.2K 0.05% 276
2025
Q3 		$225K Buy
329
+53
+19% +$38.2K 0.05% 267
2025
Q2 		$218K Buy
+276
New +$187K 0.06% 215

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

Centurion Wealth Management's INTU Position: Q1 2026 in Review

Centurion Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 346 shares — an estimated $229K sold.

Centurion Wealth Management first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $229K in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Centurion Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 346 Intuit shares in Q1 2026, an estimated $229K.
  • Centurion Wealth Management first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
  • Centurion Wealth Management's Intuit position peaked at $229K in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Centurion Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.