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Gibbs Wealth Management’s Intuit INTU Stock Holding History

Gibbs Wealth 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 		– Sell
-1,247
Closed -$807K – 447
2025
Q4 		$807K Sell
1,247
-155
-11% -$102K 0.2% 125
2025
Q3 		$957K Buy
1,402
+1,033
+280% +$745K 0.22% 109
2025
Q2 		$291K Buy
+369
New +$250K 0.06% 293

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 $3.38T AUM 44.17% 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

Gibbs Wealth Management's INTU Position: Q1 2026 in Review

Gibbs Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,247 shares — an estimated $807K sold.

Gibbs Wealth Management first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $957K in Q3 2025. 2,020 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Gibbs Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Gibbs Wealth Management sold 1,247 Intuit shares in Q1 2026, an estimated $807K.
  • Gibbs Wealth Management first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
  • Gibbs Wealth Management's Intuit position peaked at $957K in Q3 2025.
  • 2,020 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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