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Independent Wealth Network’s Intuit INTU Stock Holding History

Independent Wealth Network’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 		– Sell
-306
Closed -$203K – 321
2025
Q4 		$203K Buy
+306
New +$202K 0.06% 272
2025
Q3 		– Sell
-292
Closed -$230K – 286
2025
Q2 		$230K Buy
+292
New +$198K 0.08% 230
2024
Q1 		– Sell
-347
Closed -$217K – 233
2023
Q4 		$217K Buy
+347
New +$191K 0.11% 191
2022
Q2 		– Sell
-475
Closed -$228K – 202
2022
Q1 		$228K Sell
475
-19
-4% -$9.73K 0.14% 170
2021
Q4 		$318K Buy
494
+5
+1% +$3.09K 0.2% 133
2021
Q3 		$305K Buy
+489
New +$264K 0.2% 130

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

Independent Wealth Network's INTU Position: Q1 2026 in Review

Independent Wealth Network sold out of Intuit (INTU) in Q1 2026, closing a stake of 306 shares — an estimated $203K sold.

Independent Wealth Network first reported a position in INTU in Q3 2021 and held it in 6 quarters. The position peaked at $318K in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Independent Wealth Network reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 306 Intuit shares in Q1 2026, an estimated $203K.
  • Independent Wealth Network first reported a position in Intuit in Q3 2021 and held it in 6 quarters.
  • Independent Wealth Network's Intuit position peaked at $318K in Q4 2021.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.