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Edgemoor Investment Advisors’s Intuit INTU Stock Holding History

Edgemoor Investment 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 		$1.94M Buy
4,494
+1,173
+35% +$560K 0.15% 82
2025
Q4 		$2.2M Buy
3,321
+1,314
+65% +$868K 0.17% 72
2025
Q3 		$1.37M Buy
+2,007
New +$1.45M 0.11% 89

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

Edgemoor Investment Advisors's INTU Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Intuit (INTU) stake by 35% in Q1 2026, buying an estimated $560K and bringing the position to 4,494 shares worth $1.94M. The position accounts for 0.15% of the portfolio, ranked #82.

Edgemoor Investment Advisors first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.2M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Edgemoor Investment Advisors held 4,494 shares of Intuit worth $1.94M as of Q1 2026.
  • Edgemoor Investment Advisors bought 1,173 Intuit shares in Q1 2026, an estimated $560K.
  • Intuit made up 0.15% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • Edgemoor Investment Advisors first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • Edgemoor Investment Advisors's Intuit position peaked at $2.2M in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.