Ellevest Inc’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 | $625K | Buy |
1,446
+58
| +4% | +$27.7K | 0.09% | 169 |
|
|
2025
Q4 | $919K | Sell |
1,388
-86
| -6% | -$56.8K | 0.13% | 111 |
|
|
2025
Q3 | $1.01M | Sell |
1,474
-312
| -17% | -$225K | 0.14% | 102 |
|
|
2025
Q2 | $1.41M | Buy |
1,786
+74
| +4% | +$50.1K | 0.22% | 66 |
|
|
2025
Q1 | $1.05M | Sell |
1,712
-143
| -8% | -$85.9K | 0.07% | 96 |
|
|
2024
Q4 | $1.17M | Sell |
1,855
-65
| -3% | -$41.5K | 0.07% | 93 |
|
|
2024
Q3 | $1.19M | Sell |
1,920
-69
| -3% | -$44K | 0.07% | 90 |
|
|
2024
Q2 | $1.31M | Buy |
1,989
+130
| +7% | +$80.6K | 0.08% | 73 |
|
|
2024
Q1 | $1.21M | Buy |
1,859
+15
| +0.8% | +$9.57K | 0.08% | 78 |
|
|
2023
Q4 | $1.15M | Buy |
1,844
+37
| +2% | +$20.4K | 0.08% | 73 |
|
|
2023
Q3 | $923K | Sell |
1,807
-53
| -3% | -$26.8K | 0.07% | 73 |
|
|
2023
Q2 | $852K | Buy |
1,860
+161
| +9% | +$70.5K | 0.06% | 75 |
|
|
2023
Q1 | $757K | Buy |
1,699
+413
| +32% | +$170K | 0.06% | 79 |
|
|
2022
Q4 | $501K | Sell |
1,286
-238
| -16% | -$94.4K | 0.04% | 122 |
|
|
2022
Q3 | $590K | Buy |
1,524
+495
| +48% | +$214K | 0.06% | 88 |
|
|
2022
Q2 | $397K | Buy |
1,029
+100
| +11% | +$41.4K | 0.04% | 138 |
|
|
2022
Q1 | $447K | Buy |
929
+183
| +25% | +$93.7K | 0.04% | 147 |
|
|
2021
Q4 | $480K | Sell |
746
-1
| -0.1% | -$617 | 0.04% | 112 |
|
|
2021
Q3 | $403K | Buy |
747
+22
| +3% | +$11.9K | 0.04% | 123 |
|
|
2021
Q2 | $355K | Buy |
725
+170
| +31% | +$73.7K | 0.04% | 129 |
|
|
2021
Q1 | $213K | Sell |
555
-14
| -2% | -$5.39K | 0.03% | 212 |
|
|
2020
Q4 | $216K | Buy |
569
+188
| +49% | +$66K | 0.03% | 151 |
|
|
2020
Q3 | $124K | Sell |
381
-2
| -0.5% | -$626 | 0.02% | 201 |
|
|
2020
Q2 | $113K | Buy |
383
+140
| +58% | +$38.4K | 0.02% | 181 |
|
|
2020
Q1 | $56K | Buy |
243
+31
| +15% | +$8.39K | 0.02% | 211 |
|
|
2019
Q4 | $56K | Buy |
212
+119
| +128% | +$31.1K | 0.02% | 167 |
|
|
2019
Q3 | $25K | Buy |
93
+6
| +7% | +$1.65K | 0.01% | 167 |
|
|
2019
Q2 | $23K | Buy |
87
+65
| +295% | +$16.5K | 0.01% | 188 |
|
|
2019
Q1 | $6K | Hold |
22
| – | – | ﹤0.01% | 224 |
|
|
2018
Q4 | $4K | Buy |
+22
| New | +$4.58K | ﹤0.01% | 443 |
|
Other funds holding INTU
VCM
VPM
Ellevest Inc's INTU Position: Q1 2026 in Review
Ellevest Inc increased its Intuit (INTU) stake by 4.2% in Q1 2026, buying an estimated $27.7K and bringing the position to 1,446 shares worth $625K. The position accounts for 0.09% of the portfolio, ranked #169.
Ellevest Inc first reported a position in INTU in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.41M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Ellevest Inc held 1,446 shares of Intuit worth $625K as of Q1 2026.
- Ellevest Inc bought 58 Intuit shares in Q1 2026, an estimated $27.7K.
- Intuit made up 0.09% of Ellevest Inc's portfolio in Q1 2026, its #169 holding.
- Ellevest Inc first reported a position in Intuit in Q4 2018 and has held it in 30 quarters since.
- Ellevest Inc's Intuit position peaked at $1.41M in Q2 2025.
- 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.