Evolve Private Wealth’s Intuit INTU Stock Holding History

Evolve Private 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	$914K	Buy	2,114 +929	+78%	+$443K	0.05%	360
2025 Q4	$785K	Buy	+1,185	New	+$783K	0.05%	367

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Evolve Private Wealth's INTU Position: Q1 2026 in Review

Evolve Private Wealth increased its Intuit (INTU) stake by 78% in Q1 2026, buying an estimated $443K and bringing the position to 2,114 shares worth $914K. The position accounts for 0.05% of the portfolio, ranked #360.

Evolve Private Wealth first reported a position in INTU in Q4 2025 and has held it in 2 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Evolve Private Wealth held 2,114 shares of Intuit worth $914K as of Q1 2026.
Evolve Private Wealth bought 929 Intuit shares in Q1 2026, an estimated $443K.
Intuit made up 0.05% of Evolve Private Wealth's portfolio in Q1 2026, its #360 holding.
Evolve Private Wealth first reported a position in Intuit in Q4 2025 and has held it in 2 quarters since.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.