Financial Gravity Asset Management’s Intuit INTU Stock Holding History

Financial Gravity Asset 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	$2.08M	Buy	4,809 +490	+11%	+$234K	0.37%	63
2025 Q4	$2.86M	Buy	4,319 +334	+8%	+$221K	0.55%	45
2025 Q3	$2.72M	Buy	+3,985	New	+$2.87M	0.54%	45
2025 Q1	$2.28M	Buy	+3,721	New	+$2.23M	0.5%	50
2024 Q2	$2.39M	Buy	3,637 +135	+4%	+$83.7K	0.6%	43
2024 Q1	$2.19M	Hold	3,502	–	–	0.62%	34
2023 Q4	$2.19M	Buy	+3,502	New	+$1.93M	0.62%	34
2021 Q3	$1.29M	Sell	1,376 -1,629	-54%	-$878K	0.61%	31
2021 Q2	$1.96M	Buy	+3,005	New	+$1.3M	0.7%	29
2020 Q4	$627K	Buy	+1,652	New	+$580K	0.57%	42
2019 Q4	$339K	Buy	294 +247	+526%	+$64.6K	0.23%	42
2019 Q3	$12K	Hold	47	–	–	0.01%	573
2019 Q2	$12K	Sell	47 -60	-56%	-$15.2K	0.01%	553
2019 Q1	$28K	Buy	+107	New	+$24.7K	0.02%	391
2018 Q3	$122K	Buy	609 +240	+65%	+$51.6K	0.13%	176
2018 Q2	$78K	Sell	369 -13	-3%	-$2.49K	0.07%	248
2018 Q1	$71K	Buy	+382	New	+$64.3K	0.07%	240

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Gravity Asset Management's INTU Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Intuit (INTU) stake by 11% in Q1 2026, buying an estimated $234K and bringing the position to 4,809 shares worth $2.08M. The position accounts for 0.37% of the portfolio, ranked #63.

Financial Gravity Asset Management first reported a position in INTU in Q1 2018 and has held it in 17 quarters since. The position peaked at $2.86M in Q4 2025. 2,015 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Financial Gravity Asset Management held 4,809 shares of Intuit worth $2.08M as of Q1 2026.
Financial Gravity Asset Management bought 490 Intuit shares in Q1 2026, an estimated $234K.
Intuit made up 0.37% of Financial Gravity Asset Management's portfolio in Q1 2026, its #63 holding.
Financial Gravity Asset Management first reported a position in Intuit in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Intuit position peaked at $2.86M in Q4 2025.
2,015 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.