Eads & Heald Wealth Management’s Intuit INTU Stock Holding History

Eads & Heald 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	$1.18M	Sell	2,718 -124	-4%	-$59.1K	0.59%	71
2025 Q4	$1.88M	Sell	2,842 -49	-2%	-$32.4K	0.91%	45
2025 Q3	$1.97M	Buy	2,891 +20	+0.7%	+$14.4K	0.94%	44
2025 Q2	$2.26M	Sell	2,871 -2	-0.1%	-$1.35K	1.12%	28
2025 Q1	$1.76M	Buy	2,873 +112	+4%	+$67.3K	0.9%	50
2024 Q4	$1.74M	Buy	2,761 +20	+0.7%	+$12.8K	0.85%	49
2024 Q3	$1.7M	Sell	2,741 -52	-2%	-$33.2K	0.81%	52
2024 Q2	$1.84M	Sell	2,793 -147	-5%	-$91.2K	0.89%	51
2024 Q1	$1.91M	Sell	2,940 -47	-2%	-$30K	0.89%	48
2023 Q4	$1.87M	Sell	2,987 -51	-2%	-$28.1K	0.9%	48
2023 Q3	$1.55M	Sell	3,038 -131	-4%	-$66.3K	0.81%	58
2023 Q2	$1.45M	Sell	3,169 -193	-6%	-$84.5K	0.71%	72
2023 Q1	$1.5M	Sell	3,362 -57	-2%	-$23.4K	0.74%	67
2022 Q4	$1.33M	Buy	3,419 +18	+0.5%	+$7.14K	0.68%	70
2022 Q3	$1.32M	Buy	3,401 +17	+0.5%	+$7.34K	0.75%	61
2022 Q2	$1.3M	Sell	3,384 -18	-0.5%	-$7.45K	0.7%	64
2022 Q1	$1.64M	Sell	3,402 -12	-0.4%	-$6.14K	0.76%	60
2021 Q4	$2.2M	Sell	3,414 -334	-9%	-$206K	0.95%	47
2021 Q3	$2.02M	Sell	3,748 -252	-6%	-$136K	0.98%	44
2021 Q2	$1.96M	Sell	4,000 -498	-11%	-$216K	0.96%	48
2021 Q1	$1.72M	Sell	4,498 -82	-2%	-$31.6K	0.88%	56
2020 Q4	$1.74M	Sell	4,580 -177	-4%	-$62.2K	0.94%	49
2020 Q3	$1.55M	Sell	4,757 -1	-0%	-$313	0.93%	52
2020 Q2	$1.41M	Buy	4,758 +85	+2%	+$23.3K	0.86%	59
2020 Q1	$1.07M	Sell	4,673 -200	-4%	-$54.2K	0.76%	63
2019 Q4	$1.28M	Sell	4,873 -130	-3%	-$34K	0.67%	69
2019 Q3	$1.33M	Buy	5,003 +94	+2%	+$25.9K	0.74%	63
2019 Q2	$1.28M	Buy	4,909 +772	+19%	+$196K	0.73%	66
2019 Q1	$1.08M	Sell	4,137 -423	-9%	-$97.8K	0.63%	71
2018 Q4	$898K	Sell	4,560 -90	-2%	-$18.7K	0.6%	74
2018 Q3	$1.06M	Sell	4,650 -245	-5%	-$52.6K	0.61%	75
2018 Q2	$1M	Sell	4,895 -819	-14%	-$157K	0.62%	75
2018 Q1	$991K	Sell	5,714 -790	-12%	-$133K	0.63%	78
2017 Q4	$1.03M	Sell	6,504 -150	-2%	-$22.9K	0.6%	80
2017 Q3	$946K	Buy	6,654 +95	+1%	+$13.1K	0.59%	82
2017 Q2	$871K	Sell	6,559 -360	-5%	-$46.7K	0.56%	84
2017 Q1	$803K	Sell	6,919 -385	-5%	-$46.1K	0.52%	86
2016 Q4	$837K	Sell	7,304 -100	-1%	-$11.2K	0.57%	79
2016 Q3	$815K	Sell	7,404 -37	-0.5%	-$4.14K	0.56%	79
2016 Q2	$830K	Sell	7,441 -321	-4%	-$33.6K	0.57%	78
2016 Q1	$807K	Sell	7,762 -510	-6%	-$49.2K	0.56%	79
2015 Q4	$798K	Buy	8,272 +95	+1%	+$9.18K	0.55%	79
2015 Q3	$726K	Sell	8,177 -330	-4%	-$32K	0.52%	82
2015 Q2	$857K	Sell	8,507 -454	-5%	-$46.3K	0.56%	81
2015 Q1	$869K	Sell	8,961 -1,205	-12%	-$112K	0.56%	81
2014 Q4	$937K	Sell	10,166 -269	-3%	-$23.9K	0.6%	75
2014 Q3	$915K	Sell	10,435 -1,135	-10%	-$94.3K	0.62%	73
2014 Q2	$932K	Sell	11,570 -480	-4%	-$37K	0.62%	71
2014 Q1	$937K	Sell	12,050 -465	-4%	-$35.5K	0.62%	75
2013 Q4	$955K	Sell	12,515 -245	-2%	-$17.6K	0.63%	72
2013 Q3	$846K	Sell	12,760 -1,500	-11%	-$96.7K	0.6%	73
2013 Q2	$870K	Buy	+14,260	New	+$862K	0.62%	76

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Eads & Heald Wealth Management's INTU Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Intuit (INTU) stake by 4.4% in Q1 2026, selling an estimated $59.1K and leaving 2,718 shares worth $1.18M. The position accounts for 0.59% of the portfolio, ranked #71.

Eads & Heald Wealth Management first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.26M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Eads & Heald Wealth Management held 2,718 shares of Intuit worth $1.18M as of Q1 2026.
Eads & Heald Wealth Management sold 124 Intuit shares in Q1 2026, an estimated $59.1K.
Intuit made up 0.59% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #71 holding.
Eads & Heald Wealth Management first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
Eads & Heald Wealth Management's Intuit position peaked at $2.26M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.