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Concentrum Wealth Management’s Intuit INTU Stock Holding History

Concentrum 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
-363
Closed -$240K – 114
2025
Q4 		$240K Sell
363
-33
-8% -$21.8K 0.07% 80
2025
Q3 		$270K Buy
396
+7
+2% +$5.05K 0.08% 69
2025
Q2 		$306K Sell
389
-26
-6% -$17.6K 0.1% 59
2025
Q1 		$255K Sell
415
-24
-5% -$14.4K 0.09% 70
2024
Q4 		$276K Buy
439
+6
+1% +$3.83K 0.1% 68
2024
Q3 		$269K Buy
433
+7
+2% +$4.47K 0.1% 60
2024
Q2 		$280K Sell
426
-6
-1% -$3.72K 0.12% 58
2024
Q1 		$281K Buy
432
+19
+5% +$12.1K 0.13% 56
2023
Q4 		$258K Sell
413
-42
-9% -$23.2K 0.13% 57
2023
Q3 		$232K Sell
455
-40
-8% -$20.2K 0.14% 56
2023
Q2 		$227K Sell
495
-109
-18% -$47.7K 0.15% 55
2023
Q1 		$269K Sell
604
-61
-9% -$25K 0.2% 51
2022
Q4 		$259K Hold
665
– – 0.23% 55
2022
Q3 		$258K Hold
665
– – 0.22% 48
2022
Q2 		$256K Hold
665
– – 0.21% 47
2022
Q1 		$320K Hold
665
– – 0.2% 50
2021
Q4 		$428K Hold
665
– – 0.22% 42
2021
Q3 		$359K Hold
665
– – 0.23% 44
2021
Q2 		$326K Hold
665
– – 0.21% 45
2021
Q1 		$255K Hold
665
– – 0.19% 41
2020
Q4 		$253K Hold
665
– – 0.2% 40
2020
Q3 		$217K Sell
665
-100
-13% -$31.3K 0.21% 36
2020
Q2 		$227K Buy
+765
New +$210K 0.23% 32
2020
Q1 		– Sell
-811
Closed -$212K – 42
2019
Q4 		$212K Hold
811
– – 0.24% 44
2019
Q3 		$216K Sell
811
-100
-11% -$27.5K 0.27% 38
2019
Q2 		$238K Hold
911
– – 0.29% 35
2019
Q1 		$238K Buy
+911
New +$211K 0.31% 30

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

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

Concentrum Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 363 shares — an estimated $240K sold.

Concentrum Wealth Management first reported a position in INTU in Q1 2019 and held it in 27 quarters. The position peaked at $428K in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Concentrum Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Concentrum Wealth Management sold 363 Intuit shares in Q1 2026, an estimated $240K.
  • Concentrum Wealth Management first reported a position in Intuit in Q1 2019 and held it in 27 quarters.
  • Concentrum Wealth Management's Intuit position peaked at $428K in Q4 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.