Hohimer Wealth Management’s Intuit INTU Stock Holding History

Hohimer 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	$3.91M	Buy	9,046 +3,231	+56%	+$1.54M	0.46%	65
2025 Q4	$3.85M	Sell	5,815 -129	-2%	-$85.2K	0.52%	62
2025 Q3	$4.06M	Sell	5,944 -973	-14%	-$701K	0.57%	53
2025 Q2	$5.45M	Sell	6,917 -179	-3%	-$121K	0.97%	23
2025 Q1	$4.36M	Buy	+7,096	New	+$4.26M	0.85%	34
2024 Q2	–	Sell	-1,164	Closed	-$757K	–	238
2024 Q1	$757K	Sell	1,164 -652	-36%	-$416K	0.18%	136
2023 Q4	$1.14M	Buy	1,816 +17	+0.9%	+$9.38K	0.29%	98
2023 Q3	$919K	Buy	1,799 +23	+1%	+$11.6K	0.26%	104
2023 Q2	$814K	Sell	1,776 -55	-3%	-$24.1K	0.22%	119
2023 Q1	$816K	Buy	1,831 +426	+30%	+$175K	0.24%	112
2022 Q4	$547K	Buy	+1,405	New	+$557K	0.17%	113
2020 Q4	–	Sell	-2,766	Closed	-$927K	–	202
2020 Q3	$927K	Sell	2,766 -2	-0.1%	-$626	0.26%	111
2020 Q2	$820K	Buy	2,768 +2	+0.1%	+$549	0.28%	118
2020 Q1	$752K	Hold	2,766	–	–	0.32%	116
2019 Q4	$724K	Buy	+2,766	New	+$723K	0.25%	147

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

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

Hohimer Wealth Management increased its Intuit (INTU) stake by 56% in Q1 2026, buying an estimated $1.54M and bringing the position to 9,046 shares worth $3.91M. The position accounts for 0.46% of the portfolio, ranked #65.

Hohimer Wealth Management first reported a position in INTU in Q4 2019 and has held it in 15 quarters since. The position peaked at $5.45M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Hohimer Wealth Management held 9,046 shares of Intuit worth $3.91M as of Q1 2026.
Hohimer Wealth Management bought 3,231 Intuit shares in Q1 2026, an estimated $1.54M.
Intuit made up 0.46% of Hohimer Wealth Management's portfolio in Q1 2026, its #65 holding.
Hohimer Wealth Management first reported a position in Intuit in Q4 2019 and has held it in 15 quarters since.
Hohimer Wealth Management's Intuit position peaked at $5.45M in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.