Inlet Private Wealth’s Intuit INTU Stock Holding History

Inlet Private Wealth’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	$1.65M	Sell	3,820 -22	-0.6%	-$10.5K	0.42%	67
2025 Q4	$2.55M	Hold	3,842	–	–	0.59%	53
2025 Q3	$2.62M	Buy	3,842 +22	+0.6%	+$15.9K	0.59%	50
2025 Q2	$3.01M	Hold	3,820	–	–	0.74%	45
2025 Q1	$2.35M	Hold	3,820	–	–	0.61%	51
2024 Q4	$2.4M	Sell	3,820 -8	-0.2%	-$5.11K	0.64%	54
2024 Q3	$2.38M	Hold	3,828	–	–	0.6%	57
2024 Q2	$2.52M	Hold	3,828	–	–	0.69%	45
2024 Q1	$2.49M	Hold	3,828	–	–	0.7%	47
2023 Q4	$2.39M	Hold	3,828	–	–	0.73%	45
2023 Q3	$1.96M	Hold	3,828	–	–	0.64%	55
2023 Q2	$1.75M	Hold	3,828	–	–	0.44%	66
2023 Q1	$1.71M	Hold	3,828	–	–	0.44%	63
2022 Q4	$1.49M	Hold	3,828	–	–	0.38%	69
2022 Q3	$1.48M	Hold	3,828	–	–	0.44%	66
2022 Q2	$1.48M	Hold	3,828	–	–	0.42%	63
2022 Q1	$1.84M	Sell	3,828 -10	-0.3%	-$5.12K	0.46%	64
2021 Q4	$2.47M	Sell	3,838 -48	-1%	-$29.6K	0.6%	54
2021 Q3	$2.1M	Hold	3,886	–	–	0.56%	60
2021 Q2	$1.91M	Hold	3,886	–	–	0.5%	64
2021 Q1	$1.49M	Sell	3,886 -14	-0.4%	-$5.39K	0.43%	66
2020 Q4	$1.48M	Sell	3,900 -4	-0.1%	-$1.41K	0.48%	62
2020 Q3	$1.27M	Hold	3,904	–	–	0.5%	61
2020 Q2	$1.16M	Hold	3,904	–	–	0.46%	62
2020 Q1	$898K	Hold	3,904	–	–	0.42%	65
2019 Q4	$1.02M	Sell	3,904 -96	-2%	-$25.1K	0.34%	74
2019 Q3	$1.06M	Hold	4,000	–	–	0.39%	69
2019 Q2	$1.13M	Hold	4,000	–	–	0.41%	70
2019 Q1	$1.05M	Hold	4,000	–	–	0.42%	69
2018 Q4	$787K	Buy	+4,000	New	+$832K	0.42%	61

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

Inlet Private Wealth's INTU Position: Q1 2026 in Review

Inlet Private Wealth reduced its Intuit (INTU) stake by 0.57% in Q1 2026, selling an estimated $10.5K and leaving 3,820 shares worth $1.65M. The position accounts for 0.42% of the portfolio, ranked #67.

Inlet Private Wealth first reported a position in INTU in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.01M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Inlet Private Wealth held 3,820 shares of Intuit worth $1.65M as of Q1 2026.
Inlet Private Wealth sold 22 Intuit shares in Q1 2026, an estimated $10.5K.
Intuit made up 0.42% of Inlet Private Wealth's portfolio in Q1 2026, its #67 holding.
Inlet Private Wealth first reported a position in Intuit in Q4 2018 and has held it in 30 quarters since.
Inlet Private Wealth's Intuit position peaked at $3.01M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.