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Circle Wealth Management’s Intuit INTU Stock Holding History

Circle 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 		$1.15M Sell
2,657
-586
-18% -$280K 0.02% 118
2025
Q4 		$2.15M Sell
3,243
-258
-7% -$170K 0.03% 80
2025
Q3 		$2.39M Sell
3,501
-341
-9% -$246K 0.05% 72
2025
Q2 		$3.03M Buy
3,842
+391
+11% +$265K 0.07% 66
2025
Q1 		$2.12M Buy
3,451
+865
+33% +$519K 0.05% 70
2024
Q4 		$1.63M Buy
2,586
+267
+12% +$171K 0.03% 83
2024
Q3 		$1.44M Buy
2,319
+1,312
+130% +$837K 0.03% 90
2024
Q2 		$662K Buy
+1,007
New +$625K 0.02% 132
2023
Q4 		– Sell
-662
Closed -$338K – 193
2023
Q3 		$338K Buy
+662
New +$335K 0.01% 161
2022
Q2 		– Sell
-607
Closed -$292K – 170
2022
Q1 		$292K Sell
607
-85
-12% -$43.5K 0.04% 158
2021
Q4 		$445K Buy
692
+15
+2% +$9.26K 0.06% 132
2021
Q3 		$365K Sell
677
-870
-56% -$469K 0.05% 139
2021
Q2 		$758K Sell
1,547
-313
-17% -$136K 0.11% 95
2021
Q1 		$712K Buy
1,860
+6
+0.3% +$2.31K 0.11% 85
2020
Q4 		$704K Buy
+1,854
New +$651K 0.1% 113

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

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

Circle Wealth Management reduced its Intuit (INTU) stake by 18% in Q1 2026, selling an estimated $280K and leaving 2,657 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #118.

Circle Wealth Management first reported a position in INTU in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.03M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Circle Wealth Management held 2,657 shares of Intuit worth $1.15M as of Q1 2026.
  • Circle Wealth Management sold 586 Intuit shares in Q1 2026, an estimated $280K.
  • Intuit made up 0.02% of Circle Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Circle Wealth Management first reported a position in Intuit in Q4 2020 and has held it in 15 quarters since.
  • Circle Wealth Management's Intuit position peaked at $3.03M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.