Endowment Wealth Management’s Intuit INTU Stock Holding History

Endowment 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	$286K	Buy	661 +159	+32%	+$75.8K	0.13%	111
2025 Q4	$332K	Sell	502 -21	-4%	-$13.9K	0.15%	102
2025 Q3	$357K	Buy	523 +1	+0.2%	+$721	0.16%	100
2025 Q2	$411K	Sell	522 -12	-2%	-$8.12K	0.21%	87
2025 Q1	$328K	Buy	534 +11	+2%	+$6.61K	0.21%	94
2024 Q4	$329K	Sell	523 -16	-3%	-$10.2K	0.22%	90
2024 Q3	$335K	Sell	539 -17	-3%	-$10.9K	0.22%	91
2024 Q2	$366K	Buy	556 +1	+0.2%	+$620	0.27%	75
2024 Q1	$361K	Sell	555 -29	-5%	-$18.5K	0.27%	81
2023 Q4	$365K	Sell	584 -18	-3%	-$9.93K	0.3%	73
2023 Q3	$308K	Buy	602 +2	+0.3%	+$1.01K	0.28%	89
2023 Q2	$275K	Buy	+600	New	+$263K	0.25%	102

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Endowment Wealth Management's INTU Position: Q1 2026 in Review

Endowment Wealth Management increased its Intuit (INTU) stake by 32% in Q1 2026, buying an estimated $75.8K and bringing the position to 661 shares worth $286K. The position accounts for 0.13% of the portfolio, ranked #111.

Endowment Wealth Management first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $411K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Endowment Wealth Management held 661 shares of Intuit worth $286K as of Q1 2026.
Endowment Wealth Management bought 159 Intuit shares in Q1 2026, an estimated $75.8K.
Intuit made up 0.13% of Endowment Wealth Management's portfolio in Q1 2026, its #111 holding.
Endowment Wealth Management first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
Endowment Wealth Management's Intuit position peaked at $411K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.