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Fermata Advisors’s Intuit INTU Stock Holding History

Fermata Advisors’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 		– Sell
-356
Closed -$236K – 236
2025
Q4 		$236K Sell
356
-26
-7% -$17.2K 0.06% 195
2025
Q3 		$261K Buy
382
+66
+21% +$47.6K 0.07% 175
2025
Q2 		$249K Sell
316
-137
-30% -$92.7K 0.07% 193
2025
Q1 		$278K Sell
453
-112
-20% -$67.3K 0.05% 227
2024
Q4 		$355K Sell
565
-33
-6% -$21.1K 0.07% 184
2024
Q3 		$371K Buy
598
+32
+6% +$20.4K 0.08% 154
2024
Q2 		$372K Buy
566
+10
+2% +$6.2K 0.09% 143
2024
Q1 		$361K Buy
556
+233
+72% +$149K 0.08% 142
2023
Q4 		$202K Buy
+323
New +$178K 0.05% 178

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

Fermata Advisors's INTU Position: Q1 2026 in Review

Fermata Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 356 shares — an estimated $236K sold.

Fermata Advisors first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $372K in Q2 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Fermata Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Fermata Advisors sold 356 Intuit shares in Q1 2026, an estimated $236K.
  • Fermata Advisors first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Fermata Advisors's Intuit position peaked at $372K in Q2 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fermata Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.