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GenTrust’s Intuit INTU Stock Holding History

GenTrust’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 		$313K Buy
724
+412
+132% +$197K 0.01% 202
2025
Q4 		$207K Sell
312
-199
-39% -$132K 0.01% 271
2025
Q3 		$349K Buy
511
+86
+20% +$62K 0.02% 157
2025
Q2 		$335K Sell
425
-283
-40% -$192K 0.02% 143
2025
Q1 		$434K Buy
708
+1
+0.1% +$601 0.02% 133
2024
Q4 		$444K Buy
707
+1
+0.1% +$639 0.02% 136
2024
Q3 		$438K Buy
+706
New +$451K 0.02% 135

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

GenTrust's INTU Position: Q1 2026 in Review

GenTrust increased its Intuit (INTU) stake by 132% in Q1 2026, buying an estimated $197K and bringing the position to 724 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #202.

GenTrust first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • GenTrust held 724 shares of Intuit worth $313K as of Q1 2026.
  • GenTrust bought 412 Intuit shares in Q1 2026, an estimated $197K.
  • Intuit made up 0.01% of GenTrust's portfolio in Q1 2026, its #202 holding.
  • GenTrust first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • GenTrust's Intuit position peaked at $444K in Q4 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.