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Goldstein Advisors’s Intuit INTU Stock Holding History

Goldstein 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
-321
Closed -$212K – 233
2025
Q4 		$212K Hold
321
– – 0.02% 201
2025
Q3 		$219K Sell
321
-65
-17% -$46.9K 0.03% 192
2025
Q2 		$304K Buy
386
+4
+1% +$2.71K 0.04% 129
2025
Q1 		$234K Buy
+382
New +$229K 0.03% 163
2024
Q2 		– Sell
-381
Closed -$247K – 189
2024
Q1 		$247K Sell
381
-16
-4% -$10.2K 0.04% 138
2023
Q4 		$248K Sell
397
-19
-5% -$10.5K 0.04% 154
2023
Q3 		$212K Sell
416
-35
-8% -$17.7K 0.04% 137
2023
Q2 		$206K Sell
451
-91
-17% -$39.9K 0.04% 142
2023
Q1 		$241K Buy
+542
New +$222K 0.05% 117

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

Goldstein Advisors's INTU Position: Q1 2026 in Review

Goldstein Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 321 shares — an estimated $212K sold.

Goldstein Advisors first reported a position in INTU in Q1 2023 and held it in 9 quarters. The position peaked at $304K in Q2 2025. 2,015 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Goldstein Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Goldstein Advisors sold 321 Intuit shares in Q1 2026, an estimated $212K.
  • Goldstein Advisors first reported a position in Intuit in Q1 2023 and held it in 9 quarters.
  • Goldstein Advisors's Intuit position peaked at $304K in Q2 2025.
  • 2,015 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.