EW
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Evoke Wealth’s Intuit INTU Stock Holding History

Evoke Wealth’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 		$1.26M Sell
2,902
-3,076
-51% -$1.47M 0.02% 240
2025
Q4 		$3.96M Buy
5,978
+15
+0.3% +$9.91K 0.07% 107
2025
Q3 		$4.07M Sell
5,963
-1,111
-16% -$801K 0.08% 100
2025
Q2 		$5.57M Buy
7,074
+399
+6% +$270K 0.13% 74
2025
Q1 		$4.1M Sell
6,675
-79
-1% -$47.4K 0.11% 79
2024
Q4 		$4.24M Buy
6,754
+117
+2% +$74.8K 0.12% 78
2024
Q3 		$4.12M Buy
+6,637
New +$4.24M 0.11% 81
2024
Q2 		– Sell
-6,676
Closed -$4.34M – 236
2024
Q1 		$4.34M Buy
+6,676
New +$4.26M 0.13% 76
2023
Q4 		– Sell
-5,500
Closed -$2.81M – 211
2023
Q3 		$2.81M Sell
5,500
-900
-14% -$455K 0.1% 96
2023
Q2 		$2.93M Buy
6,400
+15
+0.2% +$6.57K 0.1% 91
2023
Q1 		$2.85M Buy
6,385
+30
+0.5% +$12.3K 0.1% 96
2022
Q4 		$2.47M Hold
6,355
– – 0.09% 103
2022
Q3 		$2.46M Sell
6,355
-5
-0.1% -$2.16K 0.1% 92
2022
Q2 		$2.45M Buy
6,360
+29
+0.5% +$12K 0.09% 99
2022
Q1 		$3.04M Sell
6,331
-2
-0% -$1.02K 0.1% 95
2021
Q4 		$4.07M Hold
6,333
– – 0.13% 83
2021
Q3 		$3.42M Sell
6,333
-21
-0.3% -$11.3K 0.13% 92
2021
Q2 		$3.12M Buy
6,354
+5,009
+372% +$2.17M 0.12% 96
2021
Q1 		$515K Buy
1,345
+57
+4% +$21.9K 0.02% 213
2020
Q4 		$489K Hold
1,288
– – 0.03% 151
2020
Q3 		$420K Hold
1,288
– – 0.03% 144
2020
Q2 		$382K Buy
1,288
+2
+0.2% +$549 0.04% 136
2020
Q1 		$296K Sell
1,286
-40
-3% -$10.8K 0.04% 142
2019
Q4 		$347K Sell
1,326
-15
-1% -$3.92K 0.04% 154
2019
Q3 		$357K Buy
+1,341
New +$369K 0.04% 176

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

Evoke Wealth's INTU Position: Q1 2026 in Review

Evoke Wealth reduced its Intuit (INTU) stake by 51% in Q1 2026, selling an estimated $1.47M and leaving 2,902 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #240.

Evoke Wealth first reported a position in INTU in Q3 2019 and has held it in 25 quarters since. The position peaked at $5.57M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Evoke Wealth held 2,902 shares of Intuit worth $1.26M as of Q1 2026.
  • Evoke Wealth sold 3,076 Intuit shares in Q1 2026, an estimated $1.47M.
  • Intuit made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #240 holding.
  • Evoke Wealth first reported a position in Intuit in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Intuit position peaked at $5.57M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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