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Garton & Associates Financial Advisors’s Intuit INTU Stock Holding History

Garton & Associates 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
-27
Closed -$18K – 396
2025
Q4 		$18K Buy
+27
New +$17.8K 0.01% 676

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Garton & Associates Financial Advisors's INTU Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 27 shares — an estimated $18K sold.

Garton & Associates Financial Advisors first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $18K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 27 Intuit shares in Q1 2026, an estimated $18K.
  • Garton & Associates Financial Advisors first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Intuit position peaked at $18K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.