Guardian Partners’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.35M Sell
5,429
-16
-0.3% -$7.63K 0.2% 84
2025
Q4
$2.42M Buy
5,445
+478
+10% +$316K 0.19% 87
2025
Q3
$3.38M Buy
4,967
+62
+1% +$44.7K 0.29% 72
2025
Q2
$3.77M Buy
4,905
+85
+2% +$57.5K 0.34% 73
2025
Q1
$2.87M Buy
4,820
+90
+2% +$54K 0.3% 78
2024
Q4
$2.96M Buy
+4,730
New +$3.02M 0.3% 77

Other funds holding INTU

Guardian Partners's INTU Position: Q1 2026 in Review

Guardian Partners reduced its Intuit (INTU) stake by 0.29% in Q1 2026, selling an estimated $7.63K and leaving 5,429 shares worth $2.35M. The position accounts for 0.2% of the portfolio, ranked #84.

Guardian Partners first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.77M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Guardian Partners held 5,429 shares of Intuit worth $2.35M as of Q1 2026.
  • Guardian Partners sold 16 Intuit shares in Q1 2026, an estimated $7.63K.
  • Intuit made up 0.2% of Guardian Partners's portfolio in Q1 2026, its #84 holding.
  • Guardian Partners first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Intuit position peaked at $3.77M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.