Cove Private Wealth’s Intuit INTU Stock Holding History

Cove Private Wealth’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	$752K	Hold	1,740	–	–	0.17%	99
2025 Q4	$1.15M	Hold	1,740	–	–	0.34%	66
2025 Q3	$1.19M	Hold	1,740	–	–	0.38%	64
2025 Q2	$1.37M	Hold	1,740	–	–	0.48%	57
2025 Q1	$1.07M	Sell	1,740 -325	-16%	-$195K	0.56%	48
2024 Q4	$1.3M	Hold	2,065	–	–	0.78%	34
2024 Q3	$1.28M	Hold	2,065	–	–	1%	29
2024 Q2	$1.36M	Hold	2,065	–	–	1.08%	25
2024 Q1	$1.34M	Hold	2,065	–	–	1.15%	27
2023 Q4	$1.29M	Buy	+2,065	New	+$1.14M	1.22%	28

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cove Private Wealth's INTU Position: Q1 2026 in Review

Cove Private Wealth held its Intuit (INTU) position steady in Q1 2026 at 1,740 shares worth $752K. The position accounts for 0.17% of the portfolio, ranked #99.

Cove Private Wealth first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.37M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Cove Private Wealth held 1,740 shares of Intuit worth $752K as of Q1 2026.
Cove Private Wealth left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.17% of Cove Private Wealth's portfolio in Q1 2026, its #99 holding.
Cove Private Wealth first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
Cove Private Wealth's Intuit position peaked at $1.37M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.