Consilio Wealth Advisors’s Intuit INTU Stock Holding History

Consilio Wealth 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	–	Sell	-313	Closed	-$207K	–	105
2025 Q4	$207K	Hold	313	–	–	0.06%	93
2025 Q3	$214K	Buy	313 +4	+1%	+$2.88K	0.07%	91
2025 Q2	$240K	Buy	+309	New	+$209K	0.09%	73

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Consilio Wealth Advisors's INTU Position: Q1 2026 in Review

Consilio Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 313 shares — an estimated $207K sold.

Consilio Wealth Advisors first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $240K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Consilio Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Consilio Wealth Advisors sold 313 Intuit shares in Q1 2026, an estimated $207K.
Consilio Wealth Advisors first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
Consilio Wealth Advisors's Intuit position peaked at $240K in Q2 2025.
2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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