Ducere Wealth Management’s Intuit INTU Stock Holding History

Ducere Wealth 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	-1,613	Closed	-$1.07M	–	137
2025 Q4	$1.07M	Buy	+1,613	New	+$1.07M	0.41%	51

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ducere Wealth Management's INTU Position: Q1 2026 in Review

Ducere Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,613 shares — an estimated $1.07M sold.

Ducere Wealth Management first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $1.07M in Q4 2025. 2,013 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Ducere Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Ducere Wealth Management sold 1,613 Intuit shares in Q1 2026, an estimated $1.07M.
Ducere Wealth Management first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
Ducere Wealth Management's Intuit position peaked at $1.07M in Q4 2025.
2,013 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Ducere Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.