Evanson Asset Management’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 | $646K | Sell |
1,493
-237
| -14% | -$113K | 0.03% | 166 |
|
|
2025
Q4 | $1.15M | Buy |
1,730
+58
| +3% | +$38.3K | 0.06% | 130 |
|
|
2025
Q3 | $1.14M | Buy |
1,672
+9
| +0.5% | +$6.49K | 0.06% | 126 |
|
|
2025
Q2 | $1.31M | Hold |
1,663
| – | – | 0.08% | 113 |
|
|
2025
Q1 | $1.02M | Sell |
1,663
-86
| -5% | -$51.6K | 0.07% | 122 |
|
|
2024
Q4 | $1.1M | Hold |
1,749
| – | – | 0.08% | 115 |
|
|
2024
Q3 | $1.09M | Sell |
1,749
-88
| -5% | -$56.2K | 0.08% | 113 |
|
|
2024
Q2 | $1.21M | Buy |
1,837
+8
| +0.4% | +$4.96K | 0.09% | 103 |
|
|
2024
Q1 | $1.19M | Hold |
1,829
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $1.14M | Hold |
1,829
| – | – | 0.09% | 96 |
|
|
2023
Q3 | $935K | Hold |
1,829
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $838K | Hold |
1,829
| – | – | 0.08% | 118 |
|
|
2023
Q1 | $815K | Hold |
1,829
| – | – | 0.08% | 115 |
|
|
2022
Q4 | $712K | Sell |
1,829
-76
| -4% | -$30.1K | 0.08% | 118 |
|
|
2022
Q3 | $738K | Hold |
1,905
| – | – | 0.09% | 108 |
|
|
2022
Q2 | $734K | Sell |
1,905
-8
| -0.4% | -$3.31K | 0.08% | 112 |
|
|
2022
Q1 | $920K | Buy |
1,913
+8
| +0.4% | +$4.1K | 0.09% | 102 |
|
|
2021
Q4 | $1.23M | Sell |
1,905
-1
| -0.1% | -$617 | 0.11% | 87 |
|
|
2021
Q3 | $937K | Hold |
1,906
| – | – | 0.1% | 100 |
|
|
2021
Q2 | $934K | Buy |
1,906
+200
| +12% | +$86.7K | 0.1% | 98 |
|
|
2021
Q1 | $654K | Buy |
1,706
+1
| +0.1% | +$385 | 0.1% | 133 |
|
|
2020
Q4 | $648K | Hold |
1,705
| – | – | 0.1% | 126 |
|
|
2020
Q3 | $556K | Sell |
1,705
-200
| -10% | -$62.6K | 0.1% | 119 |
|
|
2020
Q2 | $564K | Hold |
1,905
| – | – | 0.11% | 111 |
|
|
2020
Q1 | $438K | Buy |
1,905
+795
| +72% | +$215K | 0.1% | 119 |
|
|
2019
Q4 | $291K | Hold |
1,110
| – | – | 0.06% | 188 |
|
|
2019
Q3 | $295K | Hold |
1,110
| – | – | 0.06% | 181 |
|
|
2019
Q2 | $290K | Buy |
1,110
+200
| +22% | +$50.8K | 0.06% | 186 |
|
|
2019
Q1 | $238K | Sell |
910
-800
| -47% | -$185K | 0.05% | 210 |
|
|
2018
Q4 | $337K | Buy |
1,710
+108
| +7% | +$22.5K | 0.08% | 154 |
|
|
2018
Q3 | $364K | Hold |
1,602
| – | – | 0.07% | 161 |
|
|
2018
Q2 | $327K | Hold |
1,602
| – | – | 0.06% | 181 |
|
|
2018
Q1 | $278K | Hold |
1,602
| – | – | 0.06% | 201 |
|
|
2017
Q4 | $253K | Hold |
1,602
| – | – | 0.05% | 215 |
|
|
2017
Q3 | $228K | Buy |
+1,602
| New | +$221K | 0.05% | 206 |
|
Other funds holding INTU
VCM
VPM
Evanson Asset Management's INTU Position: Q1 2026 in Review
Evanson Asset Management reduced its Intuit (INTU) stake by 14% in Q1 2026, selling an estimated $113K and leaving 1,493 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #166.
Evanson Asset Management first reported a position in INTU in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.31M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Evanson Asset Management held 1,493 shares of Intuit worth $646K as of Q1 2026.
- Evanson Asset Management sold 237 Intuit shares in Q1 2026, an estimated $113K.
- Intuit made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #166 holding.
- Evanson Asset Management first reported a position in Intuit in Q3 2017 and has held it in 35 quarters since.
- Evanson Asset Management's Intuit position peaked at $1.31M in Q2 2025.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.