FIA
INTU icon

Foundations Investment Advisors’s Intuit INTU Stock Holding History

Foundations Investment 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 		$308K Sell
712
-48
-6% -$22.9K ﹤0.01% 894
2025
Q4 		$503K Buy
760
+62
+9% +$41K 0.01% 711
2025
Q3 		$477K Buy
698
+4
+0.6% +$2.88K 0.01% 668
2025
Q2 		$546K Buy
694
+164
+31% +$111K 0.01% 552
2025
Q1 		$326K Sell
530
-136
-20% -$81.7K 0.01% 689
2024
Q4 		$419K Buy
666
+264
+66% +$169K 0.01% 573
2024
Q3 		$250K Buy
402
+30
+8% +$19.1K 0.01% 691
2024
Q2 		$245K Sell
372
-349
-48% -$216K 0.01% 663
2024
Q1 		$469K Sell
721
-31
-4% -$19.8K 0.01% 478
2023
Q4 		$476K Buy
+752
New +$415K 0.01% 443

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

Foundations Investment Advisors's INTU Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Intuit (INTU) stake by 6.3% in Q1 2026, selling an estimated $22.9K and leaving 712 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Foundations Investment Advisors first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $546K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Foundations Investment Advisors held 712 shares of Intuit worth $308K as of Q1 2026.
  • Foundations Investment Advisors sold 48 Intuit shares in Q1 2026, an estimated $22.9K.
  • Intuit made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #894 holding.
  • Foundations Investment Advisors first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Intuit position peaked at $546K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.