IWA
INTU icon

Icon Wealth Advisors’s Intuit INTU Stock Holding History

Icon Wealth Advisors’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 		$1.39M Sell
3,517
-675
-16% -$322K 0.09% 140
2025
Q4 		$2.78M Sell
4,192
-703
-14% -$465K 0.19% 85
2025
Q3 		$3.34M Buy
4,895
+2,193
+81% +$1.58M 0.23% 71
2025
Q2 		$2.13M Buy
2,702
+755
+39% +$511K 0.15% 111
2025
Q1 		$1.2M Sell
1,947
-579
-23% -$348K 0.1% 143
2024
Q4 		$1.59M Sell
2,526
-73
-3% -$46.6K 0.13% 119
2024
Q3 		$1.61M Sell
2,599
-10
-0.4% -$6.38K 0.13% 109
2024
Q2 		$1.69M Buy
2,609
+1,231
+89% +$764K 0.15% 104
2024
Q1 		$896K Buy
+1,378
New +$880K 0.08% 145

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

Icon Wealth Advisors's INTU Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Intuit (INTU) stake by 16% in Q1 2026, selling an estimated $322K and leaving 3,517 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #140.

Icon Wealth Advisors first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.34M in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Icon Wealth Advisors held 3,517 shares of Intuit worth $1.39M as of Q1 2026.
  • Icon Wealth Advisors sold 675 Intuit shares in Q1 2026, an estimated $322K.
  • Intuit made up 0.09% of Icon Wealth Advisors's portfolio in Q1 2026, its #140 holding.
  • Icon Wealth Advisors first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
  • Icon Wealth Advisors's Intuit position peaked at $3.34M in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.