FCH
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Freestone Capital Holdings’s Intuit INTU Stock Holding History

Freestone Capital Holdings’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 		$380K Sell
879
-551
-39% -$263K 0.01% 393
2025
Q4 		$947K Sell
1,430
-356
-20% -$235K 0.03% 249
2025
Q3 		$1.22M Buy
1,786
+75
+4% +$54.1K 0.04% 223
2025
Q2 		$1.35M Sell
1,711
-727
-30% -$492K 0.05% 202
2025
Q1 		$1.5M Sell
2,438
-244
-9% -$147K 0.06% 186
2024
Q4 		$1.69M Buy
2,682
+1,039
+63% +$664K 0.06% 173
2024
Q3 		$1.02M Sell
1,643
-111
-6% -$70.9K 0.04% 214
2024
Q2 		$1.15M Sell
1,754
-1,756
-50% -$1.09M 0.04% 199
2024
Q1 		$2.28M Buy
3,510
+2,415
+221% +$1.54M 0.09% 160
2023
Q4 		$684K Buy
1,095
+174
+19% +$96K 0.03% 241
2023
Q3 		$471K Sell
921
-67
-7% -$33.9K 0.02% 250
2023
Q2 		$453K Buy
988
+462
+88% +$202K 0.02% 266
2023
Q1 		$235K Sell
526
-32
-6% -$13.1K 0.01% 318
2022
Q4 		$217K Sell
558
-15
-3% -$5.95K 0.01% 332
2022
Q3 		$222K Sell
573
-710
-55% -$307K 0.01% 332
2022
Q2 		$495K Sell
1,283
-942
-42% -$390K 0.02% 265
2022
Q1 		$1.07M Buy
2,225
+665
+43% +$341K 0.04% 244
2021
Q4 		$1M Buy
1,560
+379
+32% +$234K 0.04% 235
2021
Q3 		$637K Buy
1,181
+264
+29% +$142K 0.03% 259
2021
Q2 		$449K Buy
917
+5
+0.5% +$2.17K 0.02% 284
2021
Q1 		$349K Buy
912
+270
+42% +$104K 0.02% 305
2020
Q4 		$244K Buy
642
+151
+31% +$53K 0.01% 321
2020
Q3 		$160K Buy
+491
New +$154K 0.01% 352
2019
Q1 		– Sell
-1,277
Closed -$251K – 384
2018
Q4 		$251K Buy
+1,277
New +$266K 0.02% 367

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

Freestone Capital Holdings's INTU Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Intuit (INTU) stake by 39% in Q1 2026, selling an estimated $263K and leaving 879 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #393.

Freestone Capital Holdings first reported a position in INTU in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.28M in Q1 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Freestone Capital Holdings held 879 shares of Intuit worth $380K as of Q1 2026.
  • Freestone Capital Holdings sold 551 Intuit shares in Q1 2026, an estimated $263K.
  • Intuit made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #393 holding.
  • Freestone Capital Holdings first reported a position in Intuit in Q4 2018 and has held it in 24 quarters since.
  • Freestone Capital Holdings's Intuit position peaked at $2.28M in Q1 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.