Graves Light Lenhart Wealth’s Intuit INTU Stock Holding History

Graves Light Lenhart Wealth’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	-392	Closed	-$260K	–	199
2025 Q4	$260K	Hold	392	–	–	0.03%	163
2025 Q3	$268K	Hold	392	–	–	0.03%	157
2025 Q2	$309K	Hold	392	–	–	0.04%	145
2025 Q1	$241K	Buy	392 +1	+0.3%	+$601	0.03%	161
2024 Q4	$246K	Hold	391	–	–	0.03%	159
2024 Q3	$243K	Sell	391 -43	-10%	-$27.4K	0.03%	161
2024 Q2	$282K	Hold	434	–	–	0.03%	153
2024 Q1	$282K	Sell	434 -14	-3%	-$8.94K	0.03%	156
2023 Q4	$280K	Sell	448 -14	-3%	-$7.72K	0.03%	150
2023 Q3	$246K	Hold	462	–	–	0.03%	153
2023 Q2	$212K	Buy	+462	New	+$202K	0.03%	170
2022 Q3	–	Sell	-667	Closed	-$257K	–	357
2022 Q2	$257K	Hold	667	–	–	0.04%	150
2022 Q1	$321K	Hold	667	–	–	0.04%	138
2021 Q4	$429K	Hold	667	–	–	0.06%	129
2021 Q3	$360K	Hold	667	–	–	0.06%	127
2021 Q2	$327K	Sell	667 -500	-43%	-$217K	0.05%	133
2021 Q1	$447K	Buy	1,167 +4	+0.3%	+$1.54K	0.08%	112
2020 Q4	$442K	Hold	1,163	–	–	0.08%	102
2020 Q3	$379K	Hold	1,163	–	–	0.08%	103
2020 Q2	$344K	Hold	1,163	–	–	0.08%	107
2020 Q1	$267K	Hold	1,163	–	–	0.07%	119
2019 Q4	$305K	Buy	1,163 +63	+6%	+$16.5K	0.06%	131
2019 Q3	$283K	Hold	1,100	–	–	0.06%	135
2019 Q2	$287K	Hold	1,100	–	–	0.07%	123
2019 Q1	$288K	Hold	1,100	–	–	0.07%	115
2018 Q4	$217K	Buy	+1,100	New	+$229K	0.06%	130

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Graves Light Lenhart Wealth's INTU Position: Q1 2026 in Review

Graves Light Lenhart Wealth sold out of Intuit (INTU) in Q1 2026, closing a stake of 392 shares — an estimated $260K sold.

Graves Light Lenhart Wealth first reported a position in INTU in Q4 2018 and held it in 26 quarters. The position peaked at $447K in Q1 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Graves Light Lenhart Wealth reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Graves Light Lenhart Wealth sold 392 Intuit shares in Q1 2026, an estimated $260K.
Graves Light Lenhart Wealth first reported a position in Intuit in Q4 2018 and held it in 26 quarters.
Graves Light Lenhart Wealth's Intuit position peaked at $447K in Q1 2021.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.