EP Wealth Advisors’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 | $15.5M | Buy |
35,794
+6,825
| +24% | +$3.26M | 0.08% | 168 |
|
|
2025
Q4 | $19.2M | Buy |
+28,969
| New | +$19.1M | 0.1% | 134 |
|
|
2025
Q2 | $5.41M | Sell |
6,872
-1,239
| -15% | -$838K | 0.04% | 253 |
|
|
2025
Q1 | $4.98M | Sell |
8,111
-82
| -1% | -$49.2K | 0.04% | 221 |
|
|
2024
Q4 | $5.15M | Sell |
8,193
-1,794
| -18% | -$1.15M | 0.04% | 212 |
|
|
2024
Q3 | $6.2M | Buy |
9,987
+4,422
| +79% | +$2.82M | 0.05% | 198 |
|
|
2024
Q2 | $3.66M | Sell |
5,565
-298
| -5% | -$185K | 0.04% | 210 |
|
|
2024
Q1 | $3.81M | Buy |
5,863
+576
| +11% | +$368K | 0.04% | 199 |
|
|
2023
Q4 | $3.3M | Buy |
5,287
+356
| +7% | +$196K | 0.04% | 205 |
|
|
2023
Q3 | $2.52M | Sell |
4,931
-10,467
| -68% | -$5.3M | 0.04% | 217 |
|
|
2023
Q2 | $1.84M | Sell |
15,398
-64,713
| -81% | -$28.3M | 0.03% | 249 |
|
|
2023
Q1 | $2.62M | Buy |
80,111
+76,709
| +2,255% | +$31.5M | 0.05% | 205 |
|
|
2022
Q4 | $1.32M | Buy |
+3,402
| New | +$1.35M | 0.02% | 249 |
|
|
2022
Q3 | – | Sell |
-5,055
| Closed | -$1.95M | – | 471 |
|
|
2022
Q2 | $1.95M | Buy |
5,055
+1,605
| +47% | +$665K | 0.04% | 201 |
|
|
2022
Q1 | $1.66M | Buy |
3,450
+404
| +13% | +$207K | 0.04% | 216 |
|
|
2021
Q4 | $1.96M | Sell |
3,046
-455
| -13% | -$281K | 0.05% | 186 |
|
|
2021
Q3 | $1.89M | Buy |
3,501
+1,599
| +84% | +$862K | 0.05% | 175 |
|
|
2021
Q2 | $932K | Buy |
1,902
+74
| +4% | +$32.1K | 0.03% | 250 |
|
|
2021
Q1 | $700K | Buy |
1,828
+279
| +18% | +$107K | 0.02% | 273 |
|
|
2020
Q4 | $588K | Buy |
1,549
+375
| +32% | +$132K | 0.02% | 241 |
|
|
2020
Q3 | $383K | Sell |
1,174
-57
| -5% | -$17.8K | 0.02% | 261 |
|
|
2020
Q2 | $365K | Buy |
1,231
+159
| +15% | +$43.6K | 0.02% | 288 |
|
|
2020
Q1 | $247K | Sell |
1,072
-121
| -10% | -$32.8K | 0.01% | 328 |
|
|
2019
Q4 | $312K | Buy |
1,193
+153
| +15% | +$40K | 0.01% | 324 |
|
|
2019
Q3 | $277K | Sell |
1,040
-29
| -3% | -$7.98K | 0.01% | 290 |
|
|
2019
Q2 | $279K | Sell |
1,069
-42
| -4% | -$10.7K | 0.02% | 248 |
|
|
2019
Q1 | $290K | Buy |
+1,111
| New | +$257K | 0.03% | 206 |
|
|
2018
Q4 | – | Sell |
-1,006
| Closed | -$229K | – | 282 |
|
|
2018
Q3 | $229K | Buy |
+1,006
| New | +$216K | 0.02% | 253 |
|
Other funds holding INTU
VCM
VPM
EP Wealth Advisors's INTU Position: Q1 2026 in Review
EP Wealth Advisors increased its Intuit (INTU) stake by 24% in Q1 2026, buying an estimated $3.26M and bringing the position to 35,794 shares worth $15.5M. The position accounts for 0.08% of the portfolio, ranked #168.
EP Wealth Advisors first reported a position in INTU in Q3 2018 and has held it in 28 quarters since. The position peaked at $19.2M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- EP Wealth Advisors held 35,794 shares of Intuit worth $15.5M as of Q1 2026.
- EP Wealth Advisors bought 6,825 Intuit shares in Q1 2026, an estimated $3.26M.
- Intuit made up 0.08% of EP Wealth Advisors's portfolio in Q1 2026, its #168 holding.
- EP Wealth Advisors first reported a position in Intuit in Q3 2018 and has held it in 28 quarters since.
- EP Wealth Advisors's Intuit position peaked at $19.2M in Q4 2025.
- 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.