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Continuum Advisory’s Intuit INTU Stock Holding History

Continuum Advisory’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
-542
Closed -$359K – 467
2025
Q4 		$359K Buy
542
+132
+32% +$87.2K 0.04% 335
2025
Q3 		$280K Buy
410
+128
+45% +$92.3K 0.03% 373
2025
Q2 		$222K Buy
282
+91
+48% +$61.6K 0.03% 389
2025
Q1 		$117K Buy
191
+8
+4% +$4.8K 0.02% 497
2024
Q4 		$115K Buy
183
+12
+7% +$7.67K 0.01% 491
2024
Q3 		$120K Buy
171
+38
+29% +$24.3K 0.02% 488
2024
Q2 		$87.4K Buy
133
+39
+41% +$24.2K 0.01% 516
2024
Q1 		$58.9K Buy
+94
New +$60K 0.01% 577

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

Continuum Advisory's INTU Position: Q1 2026 in Review

Continuum Advisory sold out of Intuit (INTU) in Q1 2026, closing a stake of 542 shares — an estimated $359K sold.

Continuum Advisory first reported a position in INTU in Q1 2024 and held it in 8 quarters. The position peaked at $359K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Continuum Advisory reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Continuum Advisory sold 542 Intuit shares in Q1 2026, an estimated $359K.
  • Continuum Advisory first reported a position in Intuit in Q1 2024 and held it in 8 quarters.
  • Continuum Advisory's Intuit position peaked at $359K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.