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Concorde Asset Management’s Intuit INTU Stock Holding History

Concorde Asset 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
-431
Closed -$286K – 226
2025
Q4 		$286K Sell
431
-7
-2% -$4.63K 0.11% 168
2025
Q3 		$296K Buy
+438
New +$316K 0.12% 153
2025
Q1 		$262K Sell
439
-102
-19% -$61.3K 0.14% 133
2024
Q4 		$340K Sell
541
-309
-36% -$197K 0.18% 103
2024
Q3 		$528K Sell
850
-26
-3% -$16.6K 0.3% 57
2024
Q2 		$576K Sell
876
-54
-6% -$33.5K 0.35% 49
2024
Q1 		$605K Sell
930
-37
-4% -$23.6K 0.41% 39
2023
Q4 		$604K Sell
967
-57
-6% -$31.4K 0.41% 40
2023
Q3 		$523K Sell
1,024
-47
-4% -$23.8K 0.47% 44
2023
Q2 		$491K Buy
1,071
+576
+116% +$252K 0.45% 41
2023
Q1 		$221K Sell
495
-592
-54% -$243K 0.26% 70
2022
Q4 		$423K Buy
1,087
+1
+0.1% +$397 0.38% 64
2022
Q3 		$420K Buy
1,086
+566
+109% +$244K 0.47% 66
2022
Q2 		$200K Sell
520
-169
-25% -$70K 0.3% 97
2022
Q1 		$331K Buy
+689
New +$353K 0.22% 100
2021
Q4 		– Sell
-727
Closed -$393K – 185
2021
Q3 		$393K Sell
727
-8
-1% -$4.31K 0.23% 130
2021
Q2 		$360K Sell
735
-81
-10% -$35.1K 0.2% 122
2021
Q1 		$313K Buy
+816
New +$314K 0.18% 139
2020
Q4 		– Sell
-743
Closed -$242K – 172
2020
Q3 		$242K Buy
+743
New +$232K 0.14% 151

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

Concorde Asset Management's INTU Position: Q1 2026 in Review

Concorde Asset Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 431 shares — an estimated $286K sold.

Concorde Asset Management first reported a position in INTU in Q3 2020 and held it in 19 quarters. The position peaked at $605K in Q1 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Concorde Asset Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 431 Intuit shares in Q1 2026, an estimated $286K.
  • Concorde Asset Management first reported a position in Intuit in Q3 2020 and held it in 19 quarters.
  • Concorde Asset Management's Intuit position peaked at $605K in Q1 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.