IAG Wealth Partners’s Intuit INTU Stock Holding History

IAG Wealth Partners’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	$7.35K	Hold	17	–	–	﹤0.01%	403
2025 Q4	$11.3K	Hold	17	–	–	﹤0.01%	350
2025 Q3	$11.6K	Hold	17	–	–	﹤0.01%	358
2025 Q2	$13.4K	Hold	17	–	–	﹤0.01%	317
2025 Q1	$10.4K	Hold	17	–	–	﹤0.01%	336
2024 Q4	$10.7K	Hold	17	–	–	﹤0.01%	336
2024 Q3	$10.6K	Hold	17	–	–	﹤0.01%	337
2024 Q2	$11.2K	Hold	17	–	–	﹤0.01%	317
2024 Q1	$11.1K	Hold	17	–	–	﹤0.01%	304
2023 Q4	$10.6K	Hold	17	–	–	﹤0.01%	299
2023 Q3	$8.69K	Hold	17	–	–	﹤0.01%	312
2023 Q2	$7.79K	Hold	17	–	–	﹤0.01%	338
2023 Q1	$7.58K	Hold	17	–	–	﹤0.01%	344
2022 Q4	$6.62K	Hold	17	–	–	﹤0.01%	332
2022 Q3	$7K	Hold	17	–	–	﹤0.01%	306
2022 Q2	$7K	Hold	17	–	–	﹤0.01%	309
2022 Q1	$8K	Hold	17	–	–	﹤0.01%	319
2021 Q4	$11K	Hold	17	–	–	﹤0.01%	289
2021 Q3	$10K	Hold	17	–	–	﹤0.01%	270
2021 Q2	$9K	Buy	+17	New	+$7.37K	﹤0.01%	273
2020 Q3	–	Sell	-4	Closed	-$2K	–	397
2020 Q2	$2K	Hold	4	–	–	﹤0.01%	354
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	387
2019 Q4	$2K	Buy	+4	New	+$1.05K	﹤0.01%	378

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

IAG Wealth Partners's INTU Position: Q1 2026 in Review

IAG Wealth Partners held its Intuit (INTU) position steady in Q1 2026 at 17 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

IAG Wealth Partners first reported a position in INTU in Q4 2019 and has held it in 23 quarters since. The position peaked at $13.4K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

IAG Wealth Partners held 17 shares of Intuit worth $7.35K as of Q1 2026.
IAG Wealth Partners left its Intuit share count unchanged in Q1 2026.
Intuit made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #403 holding.
IAG Wealth Partners first reported a position in Intuit in Q4 2019 and has held it in 23 quarters since.
IAG Wealth Partners's Intuit position peaked at $13.4K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.