Founders Financial Alliance’s Intuit INTU Stock Holding History

Founders Financial Alliance’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	$405K	Sell	937 -32	-3%	-$15.3K	0.07%	243
2025 Q4	$642K	Buy	969 +1	+0.1%	+$661	0.12%	167
2025 Q3	$661K	Buy	968 +41	+4%	+$29.6K	0.12%	157
2025 Q2	$730K	Sell	927 -10	-1%	-$6.77K	0.17%	128
2025 Q1	$575K	Buy	937 +247	+36%	+$148K	0.14%	154
2024 Q4	$434K	Buy	690 +14	+2%	+$8.95K	0.12%	167
2024 Q3	$420K	Hold	676	–	–	0.12%	174
2024 Q2	$444K	Buy	676 +300	+80%	+$186K	0.13%	153
2024 Q1	$244K	Sell	376 -59	-14%	-$37.7K	0.07%	232
2023 Q4	$272K	Buy	435 +9	+2%	+$4.96K	0.11%	194
2023 Q3	$218K	Sell	426 -91	-18%	-$46K	0.1%	214
2023 Q2	$237K	Buy	+517	New	+$226K	0.09%	228
2022 Q1	–	Sell	-386	Closed	-$249K	–	457
2021 Q4	$249K	Buy	+386	New	+$238K	0.1%	212
2020 Q4	–	Sell	-282	Closed	-$95K	–	832
2020 Q3	$95K	Buy	+282	New	+$88.2K	0.06%	275

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Founders Financial Alliance's INTU Position: Q1 2026 in Review

Founders Financial Alliance reduced its Intuit (INTU) stake by 3.3% in Q1 2026, selling an estimated $15.3K and leaving 937 shares worth $405K. The position accounts for 0.07% of the portfolio, ranked #243.

Founders Financial Alliance first reported a position in INTU in Q3 2020 and has held it in 14 quarters since. The position peaked at $730K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Founders Financial Alliance held 937 shares of Intuit worth $405K as of Q1 2026.
Founders Financial Alliance sold 32 Intuit shares in Q1 2026, an estimated $15.3K.
Intuit made up 0.07% of Founders Financial Alliance's portfolio in Q1 2026, its #243 holding.
Founders Financial Alliance first reported a position in Intuit in Q3 2020 and has held it in 14 quarters since.
Founders Financial Alliance's Intuit position peaked at $730K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.