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Fiduciary Wealth Partners’s Intuit INTU Stock Holding History

Fiduciary Wealth Partners’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
-745
Closed -$494K – 78
2025
Q4 		$494K Hold
745
– – 0.2% 41
2025
Q3 		$509K Sell
745
-77
-9% -$55.5K 0.21% 41
2025
Q2 		$647K Buy
822
+812
+8,120% +$550K 0.61% 22
2025
Q1 		$6.14K Buy
+10
New +$6K 0.01% 61

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 Wealth Partners's INTU Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 745 shares — an estimated $494K sold.

Fiduciary Wealth Partners first reported a position in INTU in Q1 2025 and held it in 4 quarters. The position peaked at $647K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 745 Intuit shares in Q1 2026, an estimated $494K.
  • Fiduciary Wealth Partners first reported a position in Intuit in Q1 2025 and held it in 4 quarters.
  • Fiduciary Wealth Partners's Intuit position peaked at $647K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.