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FourThought Financial Partners’s Intuit INTU Stock Holding History

FourThought Financial Partners’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 		$4.35M Buy
10,070
+1,391
+16% +$663K 0.38% 72
2025
Q4 		$5.75M Buy
8,679
+168
+2% +$111K 0.49% 59
2025
Q3 		$5.81M Buy
8,511
+674
+9% +$486K 0.51% 55
2025
Q2 		$6.17M Sell
7,837
-228
-3% -$154K 0.61% 49
2025
Q1 		$4.95M Sell
8,065
-116
-1% -$69.7K 0.52% 56
2024
Q4 		$5.14M Sell
8,181
-112
-1% -$71.6K 0.53% 52
2024
Q3 		$5.15M Buy
8,293
+35
+0.4% +$22.3K 0.61% 56
2024
Q2 		$5.43M Sell
8,258
-127
-2% -$78.8K 0.7% 46
2024
Q1 		$5.45M Sell
8,385
-189
-2% -$121K 0.62% 46
2023
Q4 		$5.36M Sell
8,574
-564
-6% -$311K 0.67% 45
2023
Q3 		$4.67M Sell
9,138
-191
-2% -$96.7K 0.65% 47
2023
Q2 		$4.27M Buy
9,329
+279
+3% +$122K 0.56% 52
2023
Q1 		$4.03M Sell
9,050
-61
-0.7% -$25K 0.55% 52
2022
Q4 		$3.55M Buy
+9,111
New +$3.61M 0.51% 51

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

FourThought Financial Partners's INTU Position: Q1 2026 in Review

FourThought Financial Partners increased its Intuit (INTU) stake by 16% in Q1 2026, buying an estimated $663K and bringing the position to 10,070 shares worth $4.35M. The position accounts for 0.38% of the portfolio, ranked #72.

FourThought Financial Partners first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.17M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • FourThought Financial Partners held 10,070 shares of Intuit worth $4.35M as of Q1 2026.
  • FourThought Financial Partners bought 1,391 Intuit shares in Q1 2026, an estimated $663K.
  • Intuit made up 0.38% of FourThought Financial Partners's portfolio in Q1 2026, its #72 holding.
  • FourThought Financial Partners first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's Intuit position peaked at $6.17M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.