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Family Management’s Intuit INTU Stock Holding History

Family 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 		$468K Sell
1,082
-3,950
-78% -$1.88M 0.06% 167
2025
Q4 		$3.33M Buy
+5,032
New +$3.33M 0.42% 62
2024
Q4 		– Sell
-409
Closed -$254K – 211
2024
Q3 		$254K Buy
409
+35
+9% +$22.3K 0.04% 145
2024
Q2 		$246K Buy
374
+43
+13% +$26.7K 0.04% 129
2024
Q1 		$215K Buy
+331
New +$211K 0.04% 144

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

Family Management's INTU Position: Q1 2026 in Review

Family Management reduced its Intuit (INTU) stake by 78% in Q1 2026, selling an estimated $1.88M and leaving 1,082 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #167.

Family Management first reported a position in INTU in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.33M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Family Management held 1,082 shares of Intuit worth $468K as of Q1 2026.
  • Family Management sold 3,950 Intuit shares in Q1 2026, an estimated $1.88M.
  • Intuit made up 0.06% of Family Management's portfolio in Q1 2026, its #167 holding.
  • Family Management first reported a position in Intuit in Q1 2024 and has held it in 5 quarters since.
  • Family Management's Intuit position peaked at $3.33M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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