IMA Advisory Services’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.4K Buy
24
+5
+26% +$2.38K ﹤0.01% 327
2025
Q4
$12.6K Buy
19
+17
+850% +$11.2K ﹤0.01% 328
2025
Q3
$1.37K Hold
2
﹤0.01% 353
2025
Q2
$1.57K Buy
+2
New +$1.35K ﹤0.01% 345

Other funds holding INTU

IMA Advisory Services's INTU Position: Q1 2026 in Review

IMA Advisory Services increased its Intuit (INTU) stake by 26% in Q1 2026, buying an estimated $2.38K and bringing the position to 24 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

IMA Advisory Services first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.6K in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • IMA Advisory Services held 24 shares of Intuit worth $10.4K as of Q1 2026.
  • IMA Advisory Services bought 5 Intuit shares in Q1 2026, an estimated $2.38K.
  • Intuit made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #327 holding.
  • IMA Advisory Services first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
  • IMA Advisory Services's Intuit position peaked at $12.6K in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.