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GLOBALT Investments’s Intuit INTU Stock Holding History

GLOBALT Investments’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 		$1.09M Buy
2,529
+36
+1% +$17.2K 0.04% 134
2025
Q4 		$1.65M Sell
2,493
-21
-0.8% -$13.9K 0.06% 117
2025
Q3 		$1.72M Buy
+2,514
New +$1.81M 0.06% 120

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

GLOBALT Investments's INTU Position: Q1 2026 in Review

GLOBALT Investments increased its Intuit (INTU) stake by 1.4% in Q1 2026, buying an estimated $17.2K and bringing the position to 2,529 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #134.

GLOBALT Investments first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • GLOBALT Investments held 2,529 shares of Intuit worth $1.09M as of Q1 2026.
  • GLOBALT Investments bought 36 Intuit shares in Q1 2026, an estimated $17.2K.
  • Intuit made up 0.04% of GLOBALT Investments's portfolio in Q1 2026, its #134 holding.
  • GLOBALT Investments first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • GLOBALT Investments's Intuit position peaked at $1.72M in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.