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CreativeOne Wealth’s Intuit INTU Stock Holding History

CreativeOne 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 		$3.81M Sell
8,811
-50
-0.6% -$23.9K 0.09% 218
2025
Q4 		$5.87M Buy
8,861
+321
+4% +$212K 0.14% 130
2025
Q3 		$5.83M Sell
8,540
-1,472
-15% -$1.06M 0.14% 130
2025
Q2 		$7.89M Buy
10,012
+320
+3% +$217K 0.21% 95
2025
Q1 		$5.95M Sell
9,692
-474
-5% -$285K 0.18% 118
2024
Q4 		$6.39M Buy
10,166
+847
+9% +$541K 0.2% 103
2024
Q3 		$5.79M Buy
9,319
+1,947
+26% +$1.24M 0.2% 103
2024
Q2 		$4.84M Sell
7,372
-103
-1% -$63.9K 0.25% 87
2024
Q1 		$4.86M Buy
7,475
+1,962
+36% +$1.25M 0.19% 105
2023
Q4 		$3.44M Buy
5,513
+389
+8% +$215K 0.22% 95
2023
Q3 		$2.62M Sell
5,124
-2,964
-37% -$1.5M 0.19% 106
2023
Q2 		$3.71M Buy
8,088
+119
+1% +$52.1K 0.17% 104
2023
Q1 		$3.55M Buy
7,969
+1,784
+29% +$732K 0.18% 103
2022
Q4 		$2.41M Buy
6,185
+873
+16% +$346K 0.13% 139
2022
Q3 		$2.06M Buy
5,312
+1,070
+25% +$462K 0.12% 145
2022
Q2 		$1.64M Buy
4,242
+398
+10% +$165K 0.09% 183
2022
Q1 		$1.85M Buy
3,844
+297
+8% +$152K 0.1% 176
2021
Q4 		$2.28M Sell
3,547
-82
-2% -$50.6K 0.11% 160
2021
Q3 		$1.96M Buy
3,629
+255
+8% +$137K 0.12% 152
2021
Q2 		$1.65M Buy
3,374
+243
+8% +$105K 0.1% 174
2021
Q1 		$1.2M Sell
3,131
-175
-5% -$67.4K 0.09% 181
2020
Q4 		$1.26M Buy
3,306
+1,334
+68% +$468K 0.1% 150
2020
Q3 		$643K Buy
1,972
+223
+13% +$69.8K 0.09% 139
2020
Q2 		$519K Buy
1,749
+473
+37% +$130K 0.08% 136
2020
Q1 		$293K Buy
+1,276
New +$346K 0.06% 155

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

CreativeOne Wealth's INTU Position: Q1 2026 in Review

CreativeOne Wealth reduced its Intuit (INTU) stake by 0.56% in Q1 2026, selling an estimated $23.9K and leaving 8,811 shares worth $3.81M. The position accounts for 0.09% of the portfolio, ranked #218.

CreativeOne Wealth first reported a position in INTU in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.89M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • CreativeOne Wealth held 8,811 shares of Intuit worth $3.81M as of Q1 2026.
  • CreativeOne Wealth sold 50 Intuit shares in Q1 2026, an estimated $23.9K.
  • Intuit made up 0.09% of CreativeOne Wealth's portfolio in Q1 2026, its #218 holding.
  • CreativeOne Wealth first reported a position in Intuit in Q1 2020 and has held it in 25 quarters since.
  • CreativeOne Wealth's Intuit position peaked at $7.89M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.