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Forvis Mazars Wealth Advisors’s Intuit INTU Stock Holding History

Forvis Mazars Wealth 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 		$1.51M Buy
3,489
+45
+1% +$21.5K 0.03% 176
2025
Q4 		$2.28M Buy
3,444
+33
+1% +$21.8K 0.04% 148
2025
Q3 		$2.33M Buy
3,411
+15
+0.4% +$10.8K 0.05% 142
2025
Q2 		$2.67M Sell
3,396
-63
-2% -$42.6K 0.06% 135
2025
Q1 		$2.12M Sell
3,459
-1
-0% -$601 0.05% 147
2024
Q4 		$2.17M Buy
3,460
+39
+1% +$24.9K 0.05% 156
2024
Q3 		$2.12M Sell
3,421
-4
-0.1% -$2.55K 0.05% 160
2024
Q2 		$2.25M Hold
3,425
– – 0.06% 148
2024
Q1 		$2.23M Sell
3,425
-24
-0.7% -$15.3K 0.06% 153
2023
Q4 		$2.16M Sell
3,449
-62
-2% -$34.2K 0.06% 147
2023
Q3 		$1.79M Buy
3,511
+3
+0.1% +$1.52K 0.05% 157
2023
Q2 		$1.61M Buy
+3,508
New +$1.54M 0.05% 181
2021
Q1 		– Sell
-861
Closed -$327K – 320
2020
Q4 		$327K Buy
861
+2
+0.2% +$702 0.02% 281
2020
Q3 		$280K Buy
859
+48
+6% +$15K 0.02% 261
2020
Q2 		$240K Buy
+811
New +$222K 0.02% 273
2020
Q1 		– Sell
-1,015
Closed -$266K – 296
2019
Q4 		$266K Buy
+1,015
New +$265K 0.02% 248

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

Forvis Mazars Wealth Advisors's INTU Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Intuit (INTU) stake by 1.3% in Q1 2026, buying an estimated $21.5K and bringing the position to 3,489 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #176.

Forvis Mazars Wealth Advisors first reported a position in INTU in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.67M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 3,489 shares of Intuit worth $1.51M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 45 Intuit shares in Q1 2026, an estimated $21.5K.
  • Intuit made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #176 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Intuit in Q4 2019 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's Intuit position peaked at $2.67M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.