Delos Wealth Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-59
Closed -$39.1K 285
2025
Q4
$39.1K Hold
59
0.03% 106
2025
Q3
$40.3K Hold
59
0.03% 115
2025
Q2
$46.5K Buy
+59
New +$39.9K 0.04% 99
2024
Q1
Sell
-1
Closed -$626 404
2023
Q4
$626 Hold
1
﹤0.01% 237
2023
Q3
$542 Hold
1
﹤0.01% 285
2023
Q2
$459 Hold
1
﹤0.01% 298
2023
Q1
$446 Hold
1
﹤0.01% 314
2022
Q4
$389 Hold
1
﹤0.01% 329
2022
Q3
$0 Buy
+1
New +$432 ﹤0.01% 326
2022
Q1
Sell
-33
Closed -$21K 339
2021
Q4
$21K Buy
+33
New +$20.4K 0.02% 131

Other funds holding INTU

Delos Wealth Advisors's INTU Position: Q1 2026 in Review

Delos Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 59 shares — an estimated $39.1K sold.

Delos Wealth Advisors first reported a position in INTU in Q4 2021 and held it in 10 quarters. The position peaked at $46.5K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Delos Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 59 Intuit shares in Q1 2026, an estimated $39.1K.
  • Delos Wealth Advisors first reported a position in Intuit in Q4 2021 and held it in 10 quarters.
  • Delos Wealth Advisors's Intuit position peaked at $46.5K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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