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Fortitude Advisory Group’s Intuit INTU Stock Holding History

Fortitude Advisory Group’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
-390
Closed -$258K – 233
2025
Q4 		$258K Buy
390
+4
+1% +$2.64K 0.11% 162
2025
Q3 		$264K Buy
386
+45
+13% +$32.4K 0.14% 160
2025
Q2 		$269K Buy
+341
New +$231K 0.15% 155
2023
Q3 		– Sell
-533
Closed -$244K – 213
2023
Q2 		$244K Buy
533
+3
+0.6% +$1.31K 0.18% 151
2023
Q1 		$236K Buy
+530
New +$218K 0.18% 158
2022
Q2 		– Sell
-203
Closed -$98K – 711
2022
Q1 		$98K Sell
203
-93
-31% -$47.6K 0.05% 351
2021
Q4 		$191K Buy
+296
New +$183K 0.1% 211

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

Fortitude Advisory Group's INTU Position: Q1 2026 in Review

Fortitude Advisory Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 390 shares — an estimated $258K sold.

Fortitude Advisory Group first reported a position in INTU in Q4 2021 and held it in 7 quarters. The position peaked at $269K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Fortitude Advisory Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Fortitude Advisory Group sold 390 Intuit shares in Q1 2026, an estimated $258K.
  • Fortitude Advisory Group first reported a position in Intuit in Q4 2021 and held it in 7 quarters.
  • Fortitude Advisory Group's Intuit position peaked at $269K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.