Concord Asset Management (Virginia)’s Intuit INTU Stock Holding History

Concord Asset Management (Virginia)’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	$2.24M	Buy	5,190 +1,523	+42%	+$726K	0.38%	67
2025 Q4	$2.43M	Buy	3,667 +103	+3%	+$68.1K	0.42%	62
2025 Q3	$2.43M	Buy	3,564 +753	+27%	+$543K	0.44%	58
2025 Q2	$2.21M	Buy	2,811 +48	+2%	+$32.5K	0.33%	77
2025 Q1	$1.65M	Buy	2,763 +884	+47%	+$531K	0.36%	71
2024 Q4	$1.18M	Buy	1,879 +496	+36%	+$317K	0.26%	76
2024 Q3	$859K	Buy	1,383 +151	+12%	+$96.4K	0.19%	81
2024 Q2	$810K	Buy	1,232 +79	+7%	+$49K	0.2%	87
2024 Q1	$749K	Buy	1,153 +175	+18%	+$112K	0.2%	84
2023 Q4	$611K	Buy	978 +376	+62%	+$207K	0.18%	84
2023 Q3	$308K	Buy	602 +138	+30%	+$69.8K	0.1%	101
2023 Q2	$213K	Buy	+464	New	+$203K	0.08%	113

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Concord Asset Management (Virginia)'s INTU Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Intuit (INTU) stake by 42% in Q1 2026, buying an estimated $726K and bringing the position to 5,190 shares worth $2.24M. The position accounts for 0.38% of the portfolio, ranked #67.

Concord Asset Management (Virginia) first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Concord Asset Management (Virginia) held 5,190 shares of Intuit worth $2.24M as of Q1 2026.
Concord Asset Management (Virginia) bought 1,523 Intuit shares in Q1 2026, an estimated $726K.
Intuit made up 0.38% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #67 holding.
Concord Asset Management (Virginia) first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
Concord Asset Management (Virginia)'s Intuit position peaked at $2.43M in Q3 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.