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Covenant Asset Management’s Intuit INTU Stock Holding History

Covenant Asset 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 		– Sell
-371
Closed -$246K – 174
2025
Q4 		$246K Hold
371
– – 0.03% 158
2025
Q3 		$253K Hold
371
– – 0.03% 149
2025
Q2 		$292K Hold
371
– – 0.04% 132
2025
Q1 		$228K Sell
371
-3,826
-91% -$2.3M 0.05% 149
2024
Q4 		$2.64M Sell
4,197
-52
-1% -$33.2K 0.4% 62
2024
Q3 		$2.64M Buy
4,249
+36
+0.9% +$23K 0.41% 62
2024
Q2 		$2.77M Buy
4,213
+3
+0.1% +$1.86K 0.44% 57
2024
Q1 		$2.74M Buy
4,210
+126
+3% +$80.4K 0.45% 53
2023
Q4 		$2.55M Buy
4,084
+182
+5% +$100K 0.46% 57
2023
Q3 		$1.99M Buy
3,902
+22
+0.6% +$11.1K 0.53% 58
2023
Q2 		$1.78M Sell
3,880
-3,442
-47% -$1.51M 0.45% 65
2023
Q1 		$3.26M Buy
7,322
+7
+0.1% +$2.87K 0.78% 40
2022
Q4 		$2.85M Buy
7,315
+19
+0.3% +$7.54K 0.68% 49
2022
Q3 		$2.83M Sell
7,296
-29
-0.4% -$12.5K 0.81% 42
2022
Q2 		$2.82M Sell
7,325
-2,874
-28% -$1.19M 0.9% 38
2022
Q1 		$4.9M Buy
10,199
+48
+0.5% +$24.6K 1.32% 19
2021
Q4 		$6.53M Buy
10,151
+57
+0.6% +$35.2K 1.73% 12
2021
Q3 		$5.45M Sell
10,094
-11
-0.1% -$5.93K 1.62% 14
2021
Q2 		$4.95M Sell
10,105
-78
-0.8% -$33.8K 1.47% 18
2021
Q1 		$3.9M Buy
10,183
+139
+1% +$53.5K 1.22% 20
2020
Q4 		$3.81M Buy
10,044
+260
+3% +$91.3K 1.26% 21
2020
Q3 		$3.19M Sell
9,784
-174
-2% -$54.4K 1.02% 20
2020
Q2 		$2.95M Sell
9,958
-525
-5% -$144K 0.65% 33
2020
Q1 		$2.41M Buy
10,483
+3
+0% +$812 0.73% 28
2019
Q4 		$2.75M Sell
10,480
-393
-4% -$103K 1.2% 24
2019
Q3 		$2.89M Buy
10,873
+333
+3% +$91.6K 1.45% 15
2019
Q2 		$2.75M Buy
10,540
+706
+7% +$179K 1.43% 19
2019
Q1 		$2.57M Buy
+9,834
New +$2.27M 1.35% 18

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

Covenant Asset Management's INTU Position: Q1 2026 in Review

Covenant Asset Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 371 shares — an estimated $246K sold.

Covenant Asset Management first reported a position in INTU in Q1 2019 and held it in 28 quarters. The position peaked at $6.53M in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Covenant Asset Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Covenant Asset Management sold 371 Intuit shares in Q1 2026, an estimated $246K.
  • Covenant Asset Management first reported a position in Intuit in Q1 2019 and held it in 28 quarters.
  • Covenant Asset Management's Intuit position peaked at $6.53M in Q4 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Covenant Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.