Convergence Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Other funds holding INTU
VCM
VPM
Convergence Financial's INTU Position: Q1 2026 in Review
Convergence Financial increased its Intuit (INTU) stake by 7.5% in Q1 2026, buying an estimated $66.8K and bringing the position to 2,013 shares worth $870K. The position accounts for 0.09% of the portfolio, ranked #111.
Convergence Financial first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.71M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Convergence Financial held 2,013 shares of Intuit worth $870K as of Q1 2026.
- Convergence Financial bought 140 Intuit shares in Q1 2026, an estimated $66.8K.
- Intuit made up 0.09% of Convergence Financial's portfolio in Q1 2026, its #111 holding.
- Convergence Financial first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
- Convergence Financial's Intuit position peaked at $1.71M in Q2 2025.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.