Checchi Capital Advisers’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Buy |
3,766
+280
| +8% | +$134K | 0.08% | 156 |
|
|
2025
Q4 | $2.31M | Sell |
3,486
-472
| -12% | -$312K | 0.12% | 116 |
|
|
2025
Q3 | $2.7M | Sell |
3,958
-529
| -12% | -$381K | 0.14% | 103 |
|
|
2025
Q2 | $3.53M | Buy |
4,487
+10
| +0.2% | +$6.77K | 0.2% | 95 |
|
|
2025
Q1 | $2.75M | Buy |
4,477
+127
| +3% | +$76.3K | 0.14% | 105 |
|
|
2024
Q4 | $2.73M | Buy |
4,350
+9
| +0.2% | +$5.75K | 0.16% | 104 |
|
|
2024
Q3 | $2.7M | Buy |
4,341
+198
| +5% | +$126K | 0.15% | 100 |
|
|
2024
Q2 | $2.72M | Buy |
4,143
+49
| +1% | +$30.4K | 0.14% | 96 |
|
|
2024
Q1 | $2.66M | Sell |
4,094
-18
| -0.4% | -$11.5K | 0.21% | 96 |
|
|
2023
Q4 | $2.57M | Buy |
4,112
+39
| +1% | +$21.5K | 0.21% | 95 |
|
|
2023
Q3 | $2.08M | Buy |
4,073
+1,390
| +52% | +$703K | 0.19% | 97 |
|
|
2023
Q2 | $1.23M | Buy |
2,683
+93
| +4% | +$40.7K | 0.11% | 149 |
|
|
2023
Q1 | $1.15M | Sell |
2,590
-88
| -3% | -$36.1K | 0.11% | 153 |
|
|
2022
Q4 | $1.04M | Buy |
2,678
+31
| +1% | +$12.3K | 0.11% | 155 |
|
|
2022
Q3 | $1.02M | Buy |
2,647
+169
| +7% | +$73K | 0.1% | 150 |
|
|
2022
Q2 | $1.13M | Buy |
2,478
+133
| +6% | +$55.1K | 0.1% | 150 |
|
|
2022
Q1 | $1.13M | Buy |
2,345
+117
| +5% | +$59.9K | 0.1% | 149 |
|
|
2021
Q4 | $1.43M | Buy |
2,228
+13
| +0.6% | +$8.03K | 0.13% | 120 |
|
|
2021
Q3 | $1.2M | Buy |
2,215
+38
| +2% | +$20.5K | 0.12% | 123 |
|
|
2021
Q2 | $1.07M | Sell |
2,177
-19
| -0.9% | -$8.24K | 0.11% | 144 |
|
|
2021
Q1 | $841K | Sell |
2,196
-27
| -1% | -$10.4K | 0.08% | 156 |
|
|
2020
Q4 | $844K | Sell |
2,223
-174
| -7% | -$61.1K | 0.09% | 152 |
|
|
2020
Q3 | $782K | Buy |
2,397
+18
| +0.8% | +$5.63K | 0.09% | 141 |
|
|
2020
Q2 | $705K | Buy |
2,379
+230
| +11% | +$63.1K | 0.08% | 153 |
|
|
2020
Q1 | $494K | Sell |
2,149
-406
| -16% | -$110K | 0.05% | 170 |
|
|
2019
Q4 | $669K | Sell |
2,555
-96
| -4% | -$25.1K | 0.09% | 155 |
|
|
2019
Q3 | $705K | Buy |
2,651
+30
| +1% | +$8.25K | 0.09% | 138 |
|
|
2019
Q2 | $685K | Buy |
2,621
+189
| +8% | +$48K | 0.09% | 145 |
|
|
2019
Q1 | $636K | Sell |
2,432
-83
| -3% | -$19.2K | 0.07% | 152 |
|
|
2018
Q4 | $495K | Sell |
2,515
-484
| -16% | -$101K | 0.06% | 169 |
|
|
2018
Q3 | $682K | Buy |
2,999
+43
| +1% | +$9.24K | 0.08% | 164 |
|
|
2018
Q2 | $604K | Buy |
2,956
+114
| +4% | +$21.9K | 0.08% | 166 |
|
|
2018
Q1 | $493K | Sell |
2,842
-95
| -3% | -$16K | 0.07% | 193 |
|
|
2017
Q4 | $463K | Buy |
2,937
+389
| +15% | +$59.3K | 0.06% | 213 |
|
|
2017
Q3 | $362K | Sell |
2,548
-35
| -1% | -$4.83K | 0.04% | 237 |
|
|
2017
Q2 | $343K | Sell |
2,583
-800
| -24% | -$104K | 0.04% | 244 |
|
|
2017
Q1 | $392K | Buy |
3,383
+140
| +4% | +$16.8K | 0.05% | 225 |
|
|
2016
Q4 | $372K | Buy |
3,243
+98
| +3% | +$11K | 0.05% | 218 |
|
|
2016
Q3 | $346K | Sell |
3,145
-142
| -4% | -$15.9K | 0.04% | 225 |
|
|
2016
Q2 | $367K | Buy |
3,287
+500
| +18% | +$52.3K | 0.04% | 206 |
|
|
2016
Q1 | $290K | Sell |
2,787
-179
| -6% | -$17.3K | 0.06% | 248 |
|
|
2015
Q4 | $286K | Buy |
2,966
+101
| +4% | +$9.76K | 0.07% | 251 |
|
|
2015
Q3 | $254K | Buy |
2,865
+156
| +6% | +$15.1K | 0.07% | 255 |
|
|
2015
Q2 | $273K | Sell |
2,709
-398
| -13% | -$40.6K | 0.07% | 253 |
|
|
2015
Q1 | $301K | Buy |
3,107
+375
| +14% | +$34.8K | 0.09% | 221 |
|
|
2014
Q4 | $252K | Buy |
2,732
+117
| +4% | +$10.4K | 0.09% | 235 |
|
|
2014
Q3 | $229K | Buy |
+2,615
| New | +$217K | 0.09% | 229 |
|
Other funds holding INTU
VCM
VPM
Checchi Capital Advisers's INTU Position: Q1 2026 in Review
Checchi Capital Advisers increased its Intuit (INTU) stake by 8% in Q1 2026, buying an estimated $134K and bringing the position to 3,766 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #156.
Checchi Capital Advisers first reported a position in INTU in Q3 2014 and has held it in 47 quarters since. The position peaked at $3.53M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Checchi Capital Advisers held 3,766 shares of Intuit worth $1.63M as of Q1 2026.
- Checchi Capital Advisers bought 280 Intuit shares in Q1 2026, an estimated $134K.
- Intuit made up 0.08% of Checchi Capital Advisers's portfolio in Q1 2026, its #156 holding.
- Checchi Capital Advisers first reported a position in Intuit in Q3 2014 and has held it in 47 quarters since.
- Checchi Capital Advisers's Intuit position peaked at $3.53M in Q2 2025.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.