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Curio Wealth’s Intuit INTU Stock Holding History

Curio 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 		$58.4K Buy
135
+1
+0.7% +$477 0.02% 121
2025
Q4 		$90.4K Hold
134
– – 0.03% 109
2025
Q3 		$91.5K Hold
134
– – 0.04% 100
2025
Q2 		$106K Buy
134
+133
+13,300% +$90K 0.05% 98
2025
Q1 		$84.2K Sell
1
-133
-99% -$79.9K 0.04% 108
2024
Q4 		$84.2K Buy
+134
New +$85.6K 0.05% 106

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

Curio Wealth's INTU Position: Q1 2026 in Review

Curio Wealth increased its Intuit (INTU) stake by 0.75% in Q1 2026, buying an estimated $477 and bringing the position to 135 shares worth $58.4K. The position accounts for 0.02% of the portfolio, ranked #121.

Curio Wealth first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $106K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Curio Wealth held 135 shares of Intuit worth $58.4K as of Q1 2026.
  • Curio Wealth bought 1 Intuit share in Q1 2026, an estimated $477.
  • Intuit made up 0.02% of Curio Wealth's portfolio in Q1 2026, its #121 holding.
  • Curio Wealth first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's Intuit position peaked at $106K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.