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Evercore Wealth Management’s Intuit INTU Stock Holding History

Evercore 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 		$693K Buy
1,603
+687
+75% +$328K 0.01% 246
2025
Q4 		$607K Hold
916
– – 0.01% 261
2025
Q3 		$626K Sell
916
-63
-6% -$45.4K 0.01% 261
2025
Q2 		$771K Hold
979
– – 0.01% 233
2025
Q1 		$601K Sell
979
-22
-2% -$13.2K 0.01% 261
2024
Q4 		$629K Hold
1,001
– – 0.01% 252
2024
Q3 		$622K Hold
1,001
– – 0.01% 253
2024
Q2 		$658K Sell
1,001
-78
-7% -$48.4K 0.01% 250
2024
Q1 		$701K Sell
1,079
-14
-1% -$8.94K 0.01% 249
2023
Q4 		$683K Buy
1,093
+14
+1% +$7.72K 0.01% 253
2023
Q3 		$551K Buy
1,079
+21
+2% +$10.6K 0.01% 264
2023
Q2 		$485K Sell
1,058
-125
-11% -$54.7K 0.01% 285
2023
Q1 		$527K Sell
1,183
-481
-29% -$197K 0.01% 269
2022
Q4 		$648K Buy
1,664
+397
+31% +$157K 0.01% 250
2022
Q3 		$491K Buy
1,267
+337
+36% +$146K 0.01% 257
2022
Q2 		$358K Hold
930
– – 0.01% 296
2022
Q1 		$447K Sell
930
-1
-0.1% -$512 0.01% 297
2021
Q4 		$599K Sell
931
-37
-4% -$22.8K 0.01% 267
2021
Q3 		$522K Hold
968
– – 0.01% 281
2021
Q2 		$474K Sell
968
-379
-28% -$164K 0.01% 296
2021
Q1 		$516K Sell
1,347
-34
-2% -$13.1K 0.01% 287
2020
Q4 		$525K Sell
1,381
-30
-2% -$10.5K 0.01% 282
2020
Q3 		$460K Sell
1,411
-1
-0.1% -$313 0.01% 273
2020
Q2 		$418K Sell
1,412
-137
-9% -$37.6K 0.01% 278
2020
Q1 		$356K Sell
1,549
-912
-37% -$247K 0.01% 274
2019
Q4 		$645K Buy
2,461
+437
+22% +$114K 0.02% 250
2019
Q3 		$538K Buy
2,024
+146
+8% +$40.2K 0.02% 268
2019
Q2 		$490K Sell
1,878
-1
-0.1% -$254 0.01% 278
2019
Q1 		$491K Buy
1,879
+502
+36% +$116K 0.02% 273
2018
Q4 		$271K Buy
1,377
+35
+3% +$7.28K 0.01% 326
2018
Q3 		$305K Buy
1,342
+49
+4% +$10.5K 0.01% 343
2018
Q2 		$264K Sell
1,293
-105
-8% -$20.1K 0.01% 349
2018
Q1 		$242K Sell
1,398
-25
-2% -$4.21K 0.01% 324
2017
Q4 		$225K Sell
1,423
-73
-5% -$11.1K 0.01% 348
2017
Q3 		$212K Hold
1,496
– – 0.01% 358
2017
Q2 		$198K Buy
1,496
+105
+8% +$13.6K 0.01% 370
2017
Q1 		$161K Sell
1,391
-17
-1% -$2.04K 0.01% 403
2016
Q4 		$162K Sell
1,408
-103
-7% -$11.5K 0.01% 413
2016
Q3 		$166K Hold
1,511
– – 0.01% 411
2016
Q2 		$169K Sell
1,511
-327
-18% -$34.2K 0.01% 387
2016
Q1 		$192K Buy
1,838
+250
+16% +$24.1K 0.01% 361
2015
Q4 		$153K Buy
1,588
+120
+8% +$11.6K 0.01% 423
2015
Q3 		$131K Hold
1,468
– – 0.01% 450
2015
Q2 		$148K Hold
1,468
– – 0.01% 471
2015
Q1 		$143K Sell
1,468
-38
-3% -$3.53K 0.01% 474
2014
Q4 		$139K Buy
1,506
+1,106
+277% +$98.4K 0.01% 413
2014
Q3 		$35K Hold
400
– – ﹤0.01% 658
2014
Q2 		$32K Sell
400
-200
-33% -$15.4K ﹤0.01% 668
2014
Q1 		$47K Hold
600
– – ﹤0.01% 605
2013
Q4 		$46K Hold
600
– – ﹤0.01% 570
2013
Q3 		$40K Hold
600
– – ﹤0.01% 585
2013
Q2 		$37K Buy
+600
New +$36.3K ﹤0.01% 601

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

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

Evercore Wealth Management increased its Intuit (INTU) stake by 75% in Q1 2026, buying an estimated $328K and bringing the position to 1,603 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #246.

Evercore Wealth Management first reported a position in INTU in Q2 2013 and has held it in 52 quarters since. The position peaked at $771K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Evercore Wealth Management held 1,603 shares of Intuit worth $693K as of Q1 2026.
  • Evercore Wealth Management bought 687 Intuit shares in Q1 2026, an estimated $328K.
  • Intuit made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Evercore Wealth Management first reported a position in Intuit in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Intuit position peaked at $771K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.