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HB Wealth Management’s Intuit INTU Stock Holding History

HB Wealth Management’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 		$3.57M Sell
8,258
-5,340
-39% -$2.55M 0.02% 313
2025
Q4 		$9.01M Buy
13,598
+381
+3% +$252K 0.06% 167
2025
Q3 		$9.03M Buy
13,217
+1,035
+8% +$746K 0.06% 169
2025
Q2 		$9.6M Sell
12,182
-268
-2% -$181K 0.08% 142
2025
Q1 		$7.64M Buy
12,450
+5,900
+90% +$3.54M 0.06% 167
2024
Q4 		$4.12M Buy
6,550
+299
+5% +$191K 0.04% 183
2024
Q3 		$3.88M Buy
6,251
+699
+13% +$446K 0.04% 182
2024
Q2 		$3.65M Buy
5,552
+1,321
+31% +$819K 0.04% 182
2024
Q1 		$2.75M Buy
4,231
+170
+4% +$109K 0.03% 204
2023
Q4 		$2.54M Sell
4,061
-92
-2% -$50.7K 0.04% 194
2023
Q3 		$2.12M Buy
4,153
+842
+25% +$426K 0.03% 200
2023
Q2 		$1.52M Buy
3,311
+179
+6% +$78.4K 0.02% 240
2023
Q1 		$1.4M Buy
3,132
+183
+6% +$75.1K 0.02% 242
2022
Q4 		$1.15M Buy
2,949
+878
+42% +$348K 0.02% 263
2022
Q3 		$802K Buy
2,071
+705
+52% +$305K 0.02% 281
2022
Q2 		$527K Buy
1,366
+348
+34% +$144K 0.01% 334
2022
Q1 		$490K Buy
1,018
+174
+21% +$89.1K 0.01% 352
2021
Q4 		$543K Buy
+844
New +$521K 0.01% 306

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

HB Wealth Management's INTU Position: Q1 2026 in Review

HB Wealth Management reduced its Intuit (INTU) stake by 39% in Q1 2026, selling an estimated $2.55M and leaving 8,258 shares worth $3.57M. The position accounts for 0.02% of the portfolio, ranked #313.

HB Wealth Management first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.6M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • HB Wealth Management held 8,258 shares of Intuit worth $3.57M as of Q1 2026.
  • HB Wealth Management sold 5,340 Intuit shares in Q1 2026, an estimated $2.55M.
  • Intuit made up 0.02% of HB Wealth Management's portfolio in Q1 2026, its #313 holding.
  • HB Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Intuit position peaked at $9.6M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.