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Guardian Wealth Advisors (North Carolina)’s Intuit INTU Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-456
Closed -$302K – 621
2025
Q4 		$302K Buy
456
+49
+12% +$32.4K 0.02% 297
2025
Q3 		$278K Sell
407
-11
-3% -$7.93K 0.02% 299
2025
Q2 		$329K Buy
418
+37
+10% +$25K 0.02% 254
2025
Q1 		$234K Buy
381
+12
+3% +$7.21K 0.02% 287
2024
Q4 		$232K Buy
369
+17
+5% +$10.9K 0.02% 294
2024
Q3 		$219K Sell
352
-19
-5% -$12.1K 0.02% 256
2024
Q2 		$244K Sell
371
-1
-0.3% -$620 0.03% 227
2024
Q1 		$242K Buy
372
+46
+14% +$29.4K 0.03% 238
2023
Q4 		$204K Buy
+326
New +$180K 0.03% 241
2022
Q2 		– Sell
-780
Closed -$375K – 364
2022
Q1 		$375K Sell
780
-118
-13% -$60.4K 0.16% 107
2021
Q4 		$578K Buy
+898
New +$554K 0.25% 71

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

Guardian Wealth Advisors (North Carolina)'s INTU Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Intuit (INTU) in Q1 2026, closing a stake of 456 shares — an estimated $302K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in INTU in Q4 2021 and held it in 11 quarters. The position peaked at $578K in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 456 Intuit shares in Q1 2026, an estimated $302K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Intuit in Q4 2021 and held it in 11 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Intuit position peaked at $578K in Q4 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.