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Elk River Wealth Management’s Intuit INTU Stock Holding History

Elk River 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 		$5.62M Sell
13,008
-501
-4% -$239K 0.93% 30
2025
Q4 		$8.94M Sell
13,509
-294
-2% -$194K 1.44% 20
2025
Q3 		$9.43M Sell
13,803
-93
-0.7% -$67K 1.51% 21
2025
Q2 		$10.9M Sell
13,896
-208
-1% -$141K 1.88% 15
2025
Q1 		$8.66M Sell
14,104
-72
-0.5% -$43.2K 1.62% 19
2024
Q4 		$8.91M Buy
14,176
+8
+0.1% +$5.11K 1.61% 17
2024
Q3 		$8.8M Buy
14,168
+136
+1% +$86.8K 1.6% 18
2024
Q2 		$9.22M Buy
14,032
+120
+0.9% +$74.4K 1.8% 14
2024
Q1 		$9.04M Sell
13,912
-1,397
-9% -$892K 1.84% 15
2023
Q4 		$9.57M Buy
15,309
+47
+0.3% +$25.9K 1.84% 16
2023
Q3 		$7.8M Buy
15,262
+21
+0.1% +$10.6K 1.73% 15
2023
Q2 		$6.98M Sell
15,241
-388
-2% -$170K 1.5% 23
2023
Q1 		$6.97M Buy
15,629
+470
+3% +$193K 1.58% 19
2022
Q4 		$5.9M Sell
15,159
-42
-0.3% -$16.7K 1.43% 24
2022
Q3 		$5.89M Buy
15,201
+416
+3% +$180K 1.55% 21
2022
Q2 		$5.7M Buy
14,785
+286
+2% +$118K 1.44% 22
2022
Q1 		$6.97M Buy
14,499
+893
+7% +$457K 1.52% 19
2021
Q4 		$8.75M Buy
13,606
+167
+1% +$103K 1.98% 13
2021
Q3 		$7.25M Buy
13,439
+378
+3% +$204K 1.83% 14
2021
Q2 		$6.4M Buy
13,061
+155
+1% +$67.2K 1.66% 20
2021
Q1 		$4.94M Buy
12,906
+1,039
+9% +$400K 1.41% 23
2020
Q4 		$4.51M Buy
+11,867
New +$4.17M 1.49% 21

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

Elk River Wealth Management's INTU Position: Q1 2026 in Review

Elk River Wealth Management reduced its Intuit (INTU) stake by 3.7% in Q1 2026, selling an estimated $239K and leaving 13,008 shares worth $5.62M. The position accounts for 0.93% of the portfolio, ranked #30.

Elk River Wealth Management first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.9M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Elk River Wealth Management held 13,008 shares of Intuit worth $5.62M as of Q1 2026.
  • Elk River Wealth Management sold 501 Intuit shares in Q1 2026, an estimated $239K.
  • Intuit made up 0.93% of Elk River Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Elk River Wealth Management first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
  • Elk River Wealth Management's Intuit position peaked at $10.9M in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.