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Echo45 Advisors’s Intuit INTU Stock Holding History

Echo45 Advisors’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
-345
Closed -$228K – 78
2025
Q4 		$228K Buy
345
+19
+6% +$12.6K 0.13% 64
2025
Q3 		$223K Sell
326
-6
-2% -$4.33K 0.13% 52
2025
Q2 		$261K Sell
332
-8
-2% -$5.41K 0.16% 42
2025
Q1 		$209K Buy
+340
New +$204K 0.14% 48
2024
Q3 		– Sell
-344
Closed -$226K – 49
2024
Q2 		$226K Sell
344
-67
-16% -$41.6K 0.16% 43
2024
Q1 		$267K Sell
411
-5
-1% -$3.19K 0.19% 38
2023
Q4 		$260K Sell
416
-21
-5% -$11.6K 0.2% 36
2023
Q3 		$223K Sell
437
-66
-13% -$33.4K 0.19% 39
2023
Q2 		$230K Buy
503
+7
+1% +$3.06K 0.19% 40
2023
Q1 		$221K Sell
496
-30
-6% -$12.3K 0.18% 43
2022
Q4 		$205K Sell
526
-26
-5% -$10.3K 0.18% 53
2022
Q3 		$214K Sell
552
-11
-2% -$4.75K 0.22% 35
2022
Q2 		$217K Sell
563
-132
-19% -$54.7K 0.21% 44
2022
Q1 		$334K Sell
695
-210
-23% -$108K 0.26% 49
2021
Q4 		$582K Buy
+905
New +$559K 0.47% 37

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

Echo45 Advisors's INTU Position: Q1 2026 in Review

Echo45 Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 345 shares — an estimated $228K sold.

Echo45 Advisors first reported a position in INTU in Q4 2021 and held it in 15 quarters. The position peaked at $582K in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Echo45 Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Echo45 Advisors sold 345 Intuit shares in Q1 2026, an estimated $228K.
  • Echo45 Advisors first reported a position in Intuit in Q4 2021 and held it in 15 quarters.
  • Echo45 Advisors's Intuit position peaked at $582K in Q4 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Echo45 Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.