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Insight Wealth Strategies’s Intuit INTU Stock Holding History

Insight Wealth Strategies’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
-6,355
Closed -$4.21M – 182
2025
Q4 		$4.21M Buy
6,355
+263
+4% +$174K 0.48% 70
2025
Q3 		$4.16M Buy
6,092
+2,801
+85% +$2.02M 0.49% 68
2025
Q2 		$2.57M Buy
+3,291
New +$2.23M 0.32% 84

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

Insight Wealth Strategies's INTU Position: Q1 2026 in Review

Insight Wealth Strategies sold out of Intuit (INTU) in Q1 2026, closing a stake of 6,355 shares — an estimated $4.21M sold.

Insight Wealth Strategies first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $4.21M in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Insight Wealth Strategies reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,355 Intuit shares in Q1 2026, an estimated $4.21M.
  • Insight Wealth Strategies first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
  • Insight Wealth Strategies's Intuit position peaked at $4.21M in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.