Envestnet Portfolio Solutions
INTU icon

Envestnet Portfolio Solutions’s Intuit INTU Stock Holding History

Envestnet Portfolio Solutions’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 		$4.15M Sell
9,596
-18,292
-66% -$8.73M 0.02% 319
2025
Q4 		$18.5M Sell
27,888
-2,838
-9% -$1.88M 0.06% 154
2025
Q3 		$21M Buy
30,726
+8,291
+37% +$5.98M 0.08% 130
2025
Q2 		$17.7M Sell
22,435
-836
-4% -$566K 0.07% 141
2025
Q1 		$14.3M Sell
23,271
-4,227
-15% -$2.54M 0.05% 171
2024
Q4 		$17.3M Sell
27,498
-270
-1% -$173K 0.06% 155
2024
Q3 		$17.2M Buy
27,768
+480
+2% +$306K 0.06% 165
2024
Q2 		$17.9M Buy
27,288
+580
+2% +$360K 0.06% 152
2024
Q1 		$17.4M Buy
26,708
+1,952
+8% +$1.25M 0.07% 153
2023
Q4 		$15.5M Buy
24,756
+678
+3% +$374K 0.06% 149
2023
Q3 		$12.3M Buy
+24,078
New +$12.2M 0.06% 160

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

Envestnet Portfolio Solutions's INTU Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Intuit (INTU) stake by 66% in Q1 2026, selling an estimated $8.73M and leaving 9,596 shares worth $4.15M. The position accounts for 0.02% of the portfolio, ranked #319.

Envestnet Portfolio Solutions first reported a position in INTU in Q3 2023 and has held it in 11 quarters since. The position peaked at $21M in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Envestnet Portfolio Solutions held 9,596 shares of Intuit worth $4.15M as of Q1 2026.
  • Envestnet Portfolio Solutions sold 18,292 Intuit shares in Q1 2026, an estimated $8.73M.
  • Intuit made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #319 holding.
  • Envestnet Portfolio Solutions first reported a position in Intuit in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Intuit position peaked at $21M in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.