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GeoWealth Management’s Intuit INTU Stock Holding History

GeoWealth Management’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 		$3.96M Buy
9,161
+1,441
+19% +$687K 0.14% 92
2025
Q4 		$5.11M Buy
7,720
+4,662
+152% +$3.08M 0.19% 76
2025
Q3 		$2.09M Sell
3,058
-29
-0.9% -$20.9K 0.08% 171
2025
Q2 		$2.43M Buy
3,087
+214
+7% +$145K 0.09% 127
2025
Q1 		$1.76M Sell
2,873
-517
-15% -$310K 0.07% 162
2024
Q4 		$2.13M Buy
3,390
+180
+6% +$115K 0.07% 180
2024
Q3 		$1.99M Sell
3,210
-201
-6% -$128K 0.07% 188
2024
Q2 		$2.24M Buy
3,411
+609
+22% +$378K 0.1% 147
2024
Q1 		$1.82M Buy
2,802
+1,007
+56% +$643K 0.07% 190
2023
Q4 		$1.12M Buy
+1,795
New +$990K 0.09% 197
2023
Q2 		– Sell
-2
Closed -$1K – 455
2023
Q1 		$1K Sell
2
-783
-100% -$321K ﹤0.01% 377
2022
Q4 		$305K Sell
785
-826
-51% -$328K 0.03% 195
2022
Q3 		$624K Sell
1,611
-96
-6% -$41.5K 0.07% 145
2022
Q2 		$658K Sell
1,707
-151
-8% -$62.5K 0.09% 132
2022
Q1 		$893K Buy
1,858
+302
+19% +$155K 0.08% 158
2021
Q4 		$1M Buy
1,556
+1,287
+478% +$794K 0.08% 149
2021
Q3 		$145K Buy
+269
New +$145K 0.01% 303

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

GeoWealth Management's INTU Position: Q1 2026 in Review

GeoWealth Management increased its Intuit (INTU) stake by 19% in Q1 2026, buying an estimated $687K and bringing the position to 9,161 shares worth $3.96M. The position accounts for 0.14% of the portfolio, ranked #92.

GeoWealth Management first reported a position in INTU in Q3 2021 and has held it in 17 quarters since. The position peaked at $5.11M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • GeoWealth Management held 9,161 shares of Intuit worth $3.96M as of Q1 2026.
  • GeoWealth Management bought 1,441 Intuit shares in Q1 2026, an estimated $687K.
  • Intuit made up 0.14% of GeoWealth Management's portfolio in Q1 2026, its #92 holding.
  • GeoWealth Management first reported a position in Intuit in Q3 2021 and has held it in 17 quarters since.
  • GeoWealth Management's Intuit position peaked at $5.11M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.