Fragasso Financial Advisors’s Intuit INTU Stock Holding History

Fragasso Financial 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	–	Sell	-327	Closed	-$217K	–	329
2025 Q4	$217K	Buy	+327	New	+$216K	0.01%	280

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

Fragasso Financial Advisors's INTU Position: Q1 2026 in Review

Fragasso Financial Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 327 shares — an estimated $217K sold.

Fragasso Financial Advisors first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Fragasso Financial Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Fragasso Financial Advisors sold 327 Intuit shares in Q1 2026, an estimated $217K.
Fragasso Financial Advisors first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
Fragasso Financial Advisors's Intuit position peaked at $217K in Q4 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Fragasso Financial Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.