Eagle Wealth Strategies’s Intuit INTU Stock Holding History

Eagle Wealth Strategies’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	-445	Closed	-$295K	–	119
2025 Q4	$295K	Buy	445 +3	+0.7%	+$1.98K	0.14%	78
2025 Q3	$302K	Sell	442 -18	-4%	-$13K	0.15%	72
2025 Q2	$362K	Sell	460 -2	-0.4%	-$1.35K	0.2%	57
2025 Q1	$284K	Buy	462 +6	+1%	+$3.6K	0.17%	68
2024 Q4	$287K	Buy	456 +9	+2%	+$5.75K	0.21%	72
2024 Q3	$278K	Buy	+447	New	+$285K	0.2%	80

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

Eagle Wealth Strategies's INTU Position: Q1 2026 in Review

Eagle Wealth Strategies sold out of Intuit (INTU) in Q1 2026, closing a stake of 445 shares — an estimated $295K sold.

Eagle Wealth Strategies first reported a position in INTU in Q3 2024 and held it in 6 quarters. The position peaked at $362K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Eagle Wealth Strategies reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Eagle Wealth Strategies sold 445 Intuit shares in Q1 2026, an estimated $295K.
Eagle Wealth Strategies first reported a position in Intuit in Q3 2024 and held it in 6 quarters.
Eagle Wealth Strategies's Intuit position peaked at $362K in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Eagle Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.