Horizon Family Wealth’s Intuit INTU Stock Holding History

Horizon Family Wealth’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	$414K	Buy	957 +9	+0.9%	+$4.29K	0.22%	70
2025 Q4	$628K	Buy	948 +2	+0.2%	+$1.32K	0.33%	52
2025 Q3	$646K	Buy	946 +1	+0.1%	+$721	0.37%	43
2025 Q2	$744K	Sell	945 -9	-0.9%	-$6.09K	0.45%	35
2025 Q1	$585K	Sell	954 -3	-0.3%	-$1.8K	0.39%	35
2024 Q4	$601K	Buy	957 +1	+0.1%	+$639	0.4%	39
2024 Q3	$593K	Buy	956 +2	+0.2%	+$1.28K	0.42%	33
2024 Q2	$627K	Buy	954 +1	+0.1%	+$620	0.48%	32
2024 Q1	$619K	Buy	953 +5	+0.5%	+$3.19K	0.48%	33
2023 Q4	$593K	Sell	948 -132	-12%	-$72.8K	0.5%	32
2023 Q3	$552K	Buy	1,080 +2	+0.2%	+$1.01K	0.53%	29
2023 Q2	$494K	Sell	1,078 -73	-6%	-$32K	0.47%	33
2023 Q1	$513K	Buy	1,151 +2	+0.2%	+$821	0.54%	27
2022 Q4	$447K	Sell	1,149 -1	-0.1%	-$397	0.52%	33
2022 Q3	$446K	Buy	1,150 +5	+0.4%	+$2.16K	0.54%	34
2022 Q2	$441K	Sell	1,145 -103	-8%	-$42.6K	0.51%	36
2022 Q1	$600K	Buy	+1,248	New	+$639K	0.59%	34

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

Horizon Family Wealth's INTU Position: Q1 2026 in Review

Horizon Family Wealth increased its Intuit (INTU) stake by 0.95% in Q1 2026, buying an estimated $4.29K and bringing the position to 957 shares worth $414K. The position accounts for 0.22% of the portfolio, ranked #70.

Horizon Family Wealth first reported a position in INTU in Q1 2022 and has held it in 17 quarters since. The position peaked at $744K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Horizon Family Wealth held 957 shares of Intuit worth $414K as of Q1 2026.
Horizon Family Wealth bought 9 Intuit shares in Q1 2026, an estimated $4.29K.
Intuit made up 0.22% of Horizon Family Wealth's portfolio in Q1 2026, its #70 holding.
Horizon Family Wealth first reported a position in Intuit in Q1 2022 and has held it in 17 quarters since.
Horizon Family Wealth's Intuit position peaked at $744K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.