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First Foundation Advisors’s Intuit INTU Stock Holding History

First Foundation 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 		$3.06M Sell
7,087
-434
-6% -$207K 0.12% 112
2025
Q4 		$4.98M Sell
7,521
-481
-6% -$318K 0.19% 82
2025
Q3 		$5.46M Sell
8,002
-908
-10% -$655K 0.2% 78
2025
Q2 		$7.02M Buy
8,910
+223
+3% +$151K 0.26% 65
2025
Q1 		$5.33M Buy
8,687
+302
+4% +$181K 0.22% 73
2024
Q4 		$5.27M Buy
8,385
+609
+8% +$389K 0.2% 81
2024
Q3 		$4.83M Buy
7,776
+232
+3% +$148K 0.18% 79
2024
Q2 		$4.96M Buy
7,544
+613
+9% +$380K 0.19% 75
2024
Q1 		$4.51M Buy
6,931
+418
+6% +$267K 0.18% 75
2023
Q4 		$4.07M Sell
6,513
-722
-10% -$398K 0.19% 77
2023
Q3 		$3.7M Buy
7,235
+324
+5% +$164K 0.17% 83
2023
Q2 		$3.17M Sell
6,911
-83
-1% -$36.3K 0.14% 101
2023
Q1 		$3.12M Buy
6,994
+622
+10% +$255K 0.14% 100
2022
Q4 		$2.48M Sell
6,372
-271
-4% -$108K 0.12% 112
2022
Q3 		$2.57M Buy
6,643
+97
+1% +$41.9K 0.13% 105
2022
Q2 		$2.52M Sell
6,546
-177
-3% -$73.3K 0.11% 110
2022
Q1 		$3.23M Buy
6,723
+1,771
+36% +$907K 0.12% 101
2021
Q4 		$3.19M Buy
4,952
+604
+14% +$373K 0.11% 106
2021
Q3 		$2.35M Buy
4,348
+971
+29% +$523K 0.09% 117
2021
Q2 		$1.66M Buy
3,377
+422
+14% +$183K 0.06% 160
2021
Q1 		$1.13M Buy
2,955
+538
+22% +$207K 0.05% 188
2020
Q4 		$918K Buy
2,417
+1,492
+161% +$524K 0.04% 198
2020
Q3 		$302K Buy
+925
New +$289K 0.01% 294
2019
Q1 		– Sell
-2,624
Closed -$517K – 358
2018
Q4 		$517K Buy
+2,624
New +$546K 0.03% 252

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

First Foundation Advisors's INTU Position: Q1 2026 in Review

First Foundation Advisors reduced its Intuit (INTU) stake by 5.8% in Q1 2026, selling an estimated $207K and leaving 7,087 shares worth $3.06M. The position accounts for 0.12% of the portfolio, ranked #112.

First Foundation Advisors first reported a position in INTU in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.02M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • First Foundation Advisors held 7,087 shares of Intuit worth $3.06M as of Q1 2026.
  • First Foundation Advisors sold 434 Intuit shares in Q1 2026, an estimated $207K.
  • Intuit made up 0.12% of First Foundation Advisors's portfolio in Q1 2026, its #112 holding.
  • First Foundation Advisors first reported a position in Intuit in Q4 2018 and has held it in 24 quarters since.
  • First Foundation Advisors's Intuit position peaked at $7.02M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.