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Greykasell Wealth Strategies’s Intuit INTU Stock Holding History

Greykasell Wealth Strategies’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 		$803K Sell
1,858
-201
-10% -$95.9K 0.32% 72
2025
Q4 		$1.36M Buy
2,059
+152
+8% +$100K 0.54% 43
2025
Q3 		$1.3M Buy
1,907
+51
+3% +$36.8K 0.55% 46
2025
Q2 		$1.46M Sell
1,856
-18
-1% -$12.2K 0.7% 38
2025
Q1 		$1.15M Sell
1,874
-32
-2% -$19.2K 0.61% 42
2024
Q4 		$1.2M Buy
+1,906
New +$1.22M 0.67% 44

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

Greykasell Wealth Strategies's INTU Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Intuit (INTU) stake by 9.8% in Q1 2026, selling an estimated $95.9K and leaving 1,858 shares worth $803K. The position accounts for 0.32% of the portfolio, ranked #72.

Greykasell Wealth Strategies first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Greykasell Wealth Strategies held 1,858 shares of Intuit worth $803K as of Q1 2026.
  • Greykasell Wealth Strategies sold 201 Intuit shares in Q1 2026, an estimated $95.9K.
  • Intuit made up 0.32% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #72 holding.
  • Greykasell Wealth Strategies first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Greykasell Wealth Strategies's Intuit position peaked at $1.46M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.