Focus Partners Wealth
INTU icon

Focus Partners Wealth’s Intuit INTU Stock Holding History

Focus Partners Wealth’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 		$57M Sell
131,933
-32,787
-20% -$15.6M 0.06% 266
2025
Q4 		$109M Buy
164,720
+16,147
+11% +$10.7M 0.12% 170
2025
Q3 		$101M Buy
148,573
+11,308
+8% +$8.15M 0.16% 122
2025
Q2 		$108M Buy
137,265
+358
+0.3% +$242K 0.23% 87
2025
Q1 		$84.1M Sell
136,907
-9,332
-6% -$5.6M 0.21% 103
2024
Q4 		$91.9M Buy
146,239
+2,524
+2% +$1.61M 0.24% 90
2024
Q3 		$89.2M Sell
143,715
-137,215
-49% -$87.6M 0.28% 76
2024
Q2 		$185M Buy
280,930
+195,121
+227% +$121M 0.62% 35
2024
Q1 		$55.8M Buy
85,809
+1,631
+2% +$1.04M 0.45% 51
2023
Q4 		$52.6M Buy
+84,178
New +$46.4M 0.69% 26

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

Focus Partners Wealth's INTU Position: Q1 2026 in Review

Focus Partners Wealth reduced its Intuit (INTU) stake by 20% in Q1 2026, selling an estimated $15.6M and leaving 131,933 shares worth $57M. The position accounts for 0.06% of the portfolio, ranked #266.

Focus Partners Wealth first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $185M in Q2 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Focus Partners Wealth held 131,933 shares of Intuit worth $57M as of Q1 2026.
  • Focus Partners Wealth sold 32,787 Intuit shares in Q1 2026, an estimated $15.6M.
  • Intuit made up 0.06% of Focus Partners Wealth's portfolio in Q1 2026, its #266 holding.
  • Focus Partners Wealth first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Intuit position peaked at $185M in Q2 2024.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.