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Chancellor Financial Group WB’s Intuit INTU Stock Holding History

Chancellor Financial Group WB’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
-337
Closed -$223K – 146
2025
Q4 		$223K Hold
337
– – 0.15% 124
2025
Q3 		$230K Hold
337
– – 0.16% 116
2025
Q2 		$265K Hold
337
– – 0.21% 101
2025
Q1 		$207K Hold
337
– – 0.17% 124
2024
Q4 		$212K Buy
+337
New +$215K 0.17% 118

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

Chancellor Financial Group WB's INTU Position: Q1 2026 in Review

Chancellor Financial Group WB sold out of Intuit (INTU) in Q1 2026, closing a stake of 337 shares — an estimated $223K sold.

Chancellor Financial Group WB first reported a position in INTU in Q4 2024 and held it in 5 quarters. The position peaked at $265K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Chancellor Financial Group WB reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Chancellor Financial Group WB sold 337 Intuit shares in Q1 2026, an estimated $223K.
  • Chancellor Financial Group WB first reported a position in Intuit in Q4 2024 and held it in 5 quarters.
  • Chancellor Financial Group WB's Intuit position peaked at $265K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.