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Forefront Wealth Partners’s Intuit INTU Stock Holding History

Forefront 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 		$502K Buy
+1,161
New +$554K 0.21% 95

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

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

Forefront Wealth Partners opened a new position in Intuit (INTU) in Q1 2026: 1,161 shares worth $502K. The stake represents 0.21% of the portfolio and ranks #95 among its holdings.

2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Forefront Wealth Partners held 1,161 shares of Intuit worth $502K as of Q1 2026.
  • Intuit was a new Forefront Wealth Partners position in Q1 2026.
  • Intuit made up 0.21% of Forefront Wealth Partners's portfolio in Q1 2026, its #95 holding.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.