CWM
INTU icon

Copia Wealth Management’s Intuit INTU Stock Holding History

Copia Wealth 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 		$19.9K Hold
46
– – 0.01% 269
2025
Q4 		$30.5K Buy
46
+6
+15% +$3.96K 0.02% 241
2025
Q3 		$27.3K Hold
40
– – 0.02% 241
2025
Q2 		$31.5K Hold
40
– – 0.03% 201
2025
Q1 		$24.6K Hold
40
– – 0.02% 208
2024
Q4 		$25.1K Buy
+40
New +$25.6K 0.02% 191

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

Copia Wealth Management's INTU Position: Q1 2026 in Review

Copia Wealth Management held its Intuit (INTU) position steady in Q1 2026 at 46 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #269.

Copia Wealth Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.5K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Copia Wealth Management held 46 shares of Intuit worth $19.9K as of Q1 2026.
  • Copia Wealth Management left its Intuit share count unchanged in Q1 2026.
  • Intuit made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #269 holding.
  • Copia Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Intuit position peaked at $31.5K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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