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Fiduciary Family Office’s Intuit INTU Stock Holding History

Fiduciary Family Office’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
-363
Closed -$240K – 191
2025
Q4 		$240K Buy
363
+16
+5% +$10.6K 0.07% 163
2025
Q3 		$237K Sell
347
-105
-23% -$75.7K 0.07% 175
2025
Q2 		$356K Sell
452
-272
-38% -$184K 0.12% 141
2025
Q1 		$445K Buy
+724
New +$435K 0.15% 132
2024
Q4 		– Sell
-838
Closed -$520K – 158
2024
Q3 		$520K Sell
838
-669
-44% -$427K 0.17% 128
2024
Q2 		$990K Sell
1,507
-1
-0.1% -$620 0.39% 65
2024
Q1 		$980K Buy
1,508
+280
+23% +$179K 0.38% 69
2023
Q4 		$768K Buy
+1,228
New +$677K 0.34% 66

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

Fiduciary Family Office's INTU Position: Q1 2026 in Review

Fiduciary Family Office sold out of Intuit (INTU) in Q1 2026, closing a stake of 363 shares — an estimated $240K sold.

Fiduciary Family Office first reported a position in INTU in Q4 2023 and held it in 8 quarters. The position peaked at $990K in Q2 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Fiduciary Family Office reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Family Office sold 363 Intuit shares in Q1 2026, an estimated $240K.
  • Fiduciary Family Office first reported a position in Intuit in Q4 2023 and held it in 8 quarters.
  • Fiduciary Family Office's Intuit position peaked at $990K in Q2 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.