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Crown Wealth Group’s Intuit INTU Stock Holding History

Crown Wealth Group’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
-370
Closed -$245K – 150
2025
Q4 		$245K Sell
370
-1
-0.3% -$661 0.07% 116
2025
Q3 		$253K Buy
371
+10
+3% +$7.21K 0.08% 102
2025
Q2 		$284K Sell
361
-1
-0.3% -$677 0.11% 86
2025
Q1 		$222K Sell
362
-33
-8% -$19.8K 0.12% 93
2024
Q4 		$248K Buy
395
+8
+2% +$5.11K 0.1% 96
2024
Q3 		$240K Sell
387
-5
-1% -$3.19K 0.1% 96
2024
Q2 		$258K Buy
392
+20
+5% +$12.4K 0.13% 86
2024
Q1 		$242K Buy
372
+18
+5% +$11.5K 0.12% 87
2023
Q4 		$221K Buy
+354
New +$195K 0.13% 84

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

Crown Wealth Group's INTU Position: Q1 2026 in Review

Crown Wealth Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 370 shares — an estimated $245K sold.

Crown Wealth Group first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $284K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Crown Wealth Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Crown Wealth Group sold 370 Intuit shares in Q1 2026, an estimated $245K.
  • Crown Wealth Group first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Crown Wealth Group's Intuit position peaked at $284K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.