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IMG Wealth Management’s Intuit INTU Stock Holding History

IMG 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 		$102K Buy
237
+21
+10% +$10K 0.07% 139
2025
Q4 		$143K Buy
216
+17
+9% +$11.2K 0.09% 111
2025
Q3 		$136K Buy
199
+1
+0.5% +$721 0.09% 106
2025
Q2 		$156K Buy
198
+21
+12% +$14.2K 0.12% 93
2025
Q1 		$109K Sell
177
-28
-14% -$16.8K 0.1% 99
2024
Q4 		$129K Buy
+205
New +$131K 0.12% 92

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

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

IMG Wealth Management increased its Intuit (INTU) stake by 9.7% in Q1 2026, buying an estimated $10K and bringing the position to 237 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #139.

IMG Wealth Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $156K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • IMG Wealth Management held 237 shares of Intuit worth $102K as of Q1 2026.
  • IMG Wealth Management bought 21 Intuit shares in Q1 2026, an estimated $10K.
  • Intuit made up 0.07% of IMG Wealth Management's portfolio in Q1 2026, its #139 holding.
  • IMG Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Intuit position peaked at $156K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.