Edgestream Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.88M | Buy |
4,352
+3,418
| +366% | +$1.63M | 0.06% | 509 |
|
|
2025
Q4 | $619K | Sell |
934
-865
| -48% | -$572K | 0.02% | 787 |
|
|
2025
Q3 | $1.23M | Sell |
1,799
-956
| -35% | -$689K | 0.04% | 606 |
|
|
2025
Q2 | $2.17M | Buy |
2,755
+252
| +10% | +$171K | 0.06% | 516 |
|
|
2025
Q1 | $1.54M | Buy |
2,503
+205
| +9% | +$123K | 0.05% | 536 |
|
|
2024
Q4 | $1.44M | Buy |
2,298
+671
| +41% | +$429K | 0.06% | 481 |
|
|
2024
Q3 | $1.01M | Buy |
1,627
+1,152
| +243% | +$735K | 0.04% | 567 |
|
|
2024
Q2 | $312K | Sell |
475
-3,631
| -88% | -$2.25M | 0.02% | 741 |
|
|
2024
Q1 | $2.67M | Buy |
4,106
+1,722
| +72% | +$1.1M | 0.13% | 266 |
|
|
2023
Q4 | $1.49M | Sell |
2,384
-77
| -3% | -$42.5K | 0.11% | 318 |
|
|
2023
Q3 | $1.26M | Sell |
2,461
-2,382
| -49% | -$1.21M | 0.1% | 327 |
|
|
2023
Q2 | $2.22M | Buy |
+4,843
| New | +$2.12M | 0.2% | 156 |
|
|
2023
Q1 | – | Sell |
-934
| Closed | -$364K | – | 601 |
|
|
2022
Q4 | $364K | Sell |
934
-843
| -47% | -$334K | 0.04% | 412 |
|
|
2022
Q3 | $688K | Sell |
1,777
-3,755
| -68% | -$1.62M | 0.05% | 319 |
|
|
2022
Q2 | $2.13M | Sell |
5,532
-4,123
| -43% | -$1.71M | 0.17% | 190 |
|
|
2022
Q1 | $4.64M | Buy |
9,655
+9,241
| +2,232% | +$4.73M | 0.37% | 76 |
|
|
2021
Q4 | $266K | Buy |
+414
| New | +$256K | 0.02% | 445 |
|
|
2021
Q3 | – | Sell |
-1,711
| Closed | -$839K | – | 538 |
|
|
2021
Q2 | $839K | Buy |
+1,711
| New | +$742K | 0.05% | 311 |
|
|
2020
Q4 | – | Sell |
-3,522
| Closed | -$1.15M | – | 388 |
|
|
2020
Q3 | $1.15M | Sell |
3,522
-5,500
| -61% | -$1.72M | 0.07% | 215 |
|
|
2020
Q2 | $2.67M | Buy |
+9,022
| New | +$2.47M | 0.14% | 171 |
|
|
2020
Q1 | – | Sell |
-10,575
| Closed | -$2.77M | – | 336 |
|
|
2019
Q4 | $2.77M | Buy |
10,575
+3,780
| +56% | +$988K | 0.14% | 172 |
|
|
2019
Q3 | $1.81M | Sell |
6,795
-27,310
| -80% | -$7.51M | 0.17% | 141 |
|
|
2019
Q2 | $8.91M | Buy |
+34,105
| New | +$8.67M | 1.01% | 29 |
|
|
2019
Q1 | – | Sell |
-17,393
| Closed | -$3.42M | – | 248 |
|
|
2018
Q4 | $3.42M | Sell |
17,393
-1,169
| -6% | -$243K | 0.6% | 58 |
|
|
2018
Q3 | $4.22M | Buy |
+18,562
| New | +$3.99M | 0.72% | 47 |
|
|
2017
Q3 | – | Sell |
-5,568
| Closed | -$739K | – | 134 |
|
|
2017
Q2 | $739K | Sell |
5,568
-8,283
| -60% | -$1.07M | 0.28% | 59 |
|
|
2017
Q1 | $1.61M | Buy |
13,851
+10,158
| +275% | +$1.22M | 0.71% | 31 |
|
|
2016
Q4 | $423K | Sell |
3,693
-2,398
| -39% | -$269K | 0.88% | 38 |
|
|
2016
Q3 | $670K | Buy |
+6,091
| New | +$681K | 0.37% | 63 |
|
|
2015
Q3 | – | Sell |
-4,198
| Closed | -$423K | – | 79 |
|
|
2015
Q2 | $423K | Buy |
+4,198
| New | +$428K | 0.29% | 79 |
|
Other funds holding INTU
VCM
VPM
Edgestream Partners's INTU Position: Q1 2026 in Review
Edgestream Partners increased its Intuit (INTU) stake by 366% in Q1 2026, buying an estimated $1.63M and bringing the position to 4,352 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #509.
Edgestream Partners first reported a position in INTU in Q2 2015 and has held it in 30 quarters since. The position peaked at $8.91M in Q2 2019. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Edgestream Partners held 4,352 shares of Intuit worth $1.88M as of Q1 2026.
- Edgestream Partners bought 3,418 Intuit shares in Q1 2026, an estimated $1.63M.
- Intuit made up 0.06% of Edgestream Partners's portfolio in Q1 2026, its #509 holding.
- Edgestream Partners first reported a position in Intuit in Q2 2015 and has held it in 30 quarters since.
- Edgestream Partners's Intuit position peaked at $8.91M in Q2 2019.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.