FFM
INTU icon

Forum Financial Management’s Intuit INTU Stock Holding History

Forum Financial 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 		– Sell
-1,758
Closed -$1.16M – 658
2025
Q4 		$1.16M Sell
1,758
-182
-9% -$120K 0.02% 223
2025
Q3 		$1.32M Buy
1,940
+395
+26% +$285K 0.02% 190
2025
Q2 		$1.22M Sell
1,545
-20
-1% -$13.5K 0.02% 183
2025
Q1 		$961K Buy
1,565
+115
+8% +$69.1K 0.02% 216
2024
Q4 		$911K Buy
1,450
+331
+30% +$212K 0.02% 220
2024
Q3 		$695K Buy
1,119
+8
+0.7% +$5.11K 0.01% 247
2024
Q2 		$730K Sell
1,111
-5
-0.4% -$3.1K 0.01% 223
2024
Q1 		$725K Buy
1,116
+8
+0.7% +$5.11K 0.01% 243
2023
Q4 		$693K Hold
1,108
– – 0.01% 216
2023
Q3 		$566K Buy
1,108
+20
+2% +$10.1K 0.01% 255
2023
Q2 		$499K Buy
1,088
+23
+2% +$10.1K 0.01% 295
2023
Q1 		$475K Buy
1,065
+6
+0.6% +$2.46K 0.01% 276
2022
Q4 		$412K Sell
1,059
-370
-26% -$147K 0.01% 294
2022
Q3 		$553K Sell
1,429
-156
-10% -$67.4K 0.03% 203
2022
Q2 		$611K Buy
1,585
+653
+70% +$270K 0.03% 196
2022
Q1 		$448K Sell
932
-123
-12% -$63K 0.02% 264
2021
Q4 		$679K Buy
+1,055
New +$651K 0.03% 179

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Forum Financial Management's INTU Position: Q1 2026 in Review

Forum Financial Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,758 shares — an estimated $1.16M sold.

Forum Financial Management first reported a position in INTU in Q4 2021 and held it in 17 quarters. The position peaked at $1.32M in Q3 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Forum Financial Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,758 Intuit shares in Q1 2026, an estimated $1.16M.
  • Forum Financial Management first reported a position in Intuit in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Intuit position peaked at $1.32M in Q3 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.