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Clearstead Advisors’s Intuit INTU Stock Holding History

Clearstead Advisors’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 		$2.41M Sell
5,574
-867
-13% -$414K 0.02% 326
2025
Q4 		$4.27M Buy
6,441
+815
+14% +$539K 0.05% 222
2025
Q3 		$3.84M Buy
5,626
+1,138
+25% +$820K 0.05% 224
2025
Q2 		$3.54M Buy
4,488
+391
+10% +$265K 0.05% 234
2025
Q1 		$2.52M Buy
4,097
+583
+17% +$350K 0.04% 264
2024
Q4 		$2.21M Buy
3,514
+62
+2% +$39.6K 0.03% 279
2024
Q3 		$2.14M Buy
3,452
+45
+1% +$28.7K 0.03% 289
2024
Q2 		$2.24M Buy
3,407
+1,053
+45% +$653K 0.04% 264
2024
Q1 		$1.48M Sell
2,354
-50
-2% -$31.9K 0.07% 180
2023
Q4 		$1.5M Sell
2,404
-3,238
-57% -$1.79M 0.08% 173
2023
Q3 		$2.88M Buy
5,642
+3,205
+132% +$1.62M 0.08% 167
2023
Q2 		$1.12M Sell
2,437
-2
-0.1% -$876 0.07% 193
2023
Q1 		$1.09M Buy
2,439
+923
+61% +$379K 0.08% 174
2022
Q4 		$590K Buy
1,516
+3
+0.2% +$1.19K 0.05% 231
2022
Q3 		$586K Sell
1,513
-842
-36% -$364K 0.05% 201
2022
Q2 		$908K Buy
2,355
+217
+10% +$89.9K 0.07% 182
2022
Q1 		$1.03M Buy
2,138
+133
+7% +$68.1K 0.07% 179
2021
Q4 		$1.29M Buy
2,005
+92
+5% +$56.8K 0.09% 159
2021
Q3 		$1.03M Buy
1,913
+86
+5% +$46.3K 0.08% 170
2021
Q2 		$895K Hold
1,827
– – 0.07% 175
2021
Q1 		$700K Buy
1,827
+149
+9% +$57.4K 0.06% 191
2020
Q4 		$637K Buy
1,678
+853
+103% +$300K 0.06% 188
2020
Q3 		$269K Buy
825
+20
+2% +$6.26K 0.03% 243
2020
Q2 		$238K Hold
805
– – 0.03% 250
2020
Q1 		$185K Hold
805
– – 0.03% 246
2019
Q4 		$211K Hold
805
– – 0.03% 268
2019
Q3 		$214K Hold
805
– – 0.03% 253
2019
Q2 		$210K Hold
805
– – 0.03% 262
2019
Q1 		$210K Buy
+805
New +$186K 0.03% 250

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

Clearstead Advisors's INTU Position: Q1 2026 in Review

Clearstead Advisors reduced its Intuit (INTU) stake by 13% in Q1 2026, selling an estimated $414K and leaving 5,574 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #326.

Clearstead Advisors first reported a position in INTU in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.27M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Clearstead Advisors held 5,574 shares of Intuit worth $2.41M as of Q1 2026.
  • Clearstead Advisors sold 867 Intuit shares in Q1 2026, an estimated $414K.
  • Intuit made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #326 holding.
  • Clearstead Advisors first reported a position in Intuit in Q1 2019 and has held it in 29 quarters since.
  • Clearstead Advisors's Intuit position peaked at $4.27M in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.