Insigneo Advisory Services’s Intuit INTU Stock Holding History

Insigneo Advisory Services’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	$854K	Sell	1,974 -67	-3%	-$32K	0.06%	242
2025 Q4	$1.35M	Buy	2,041 +88	+5%	+$58.2K	0.1%	173
2025 Q3	$1.33M	Buy	1,953 +492	+34%	+$355K	0.09%	173
2025 Q2	$1.15M	Sell	1,461 -42	-3%	-$28.4K	0.1%	172
2025 Q1	$923K	Sell	1,503 -651	-30%	-$391K	0.1%	179
2024 Q4	$1.35M	Sell	2,154 -903	-30%	-$577K	0.14%	136
2024 Q3	$1.9M	Sell	3,057 -523	-15%	-$334K	0.19%	108
2024 Q2	$2.16M	Buy	3,580 +777	+28%	+$482K	0.24%	83
2024 Q1	$1.82M	Buy	2,803 +704	+34%	+$449K	0.22%	91
2023 Q4	$1.31M	Buy	2,099 +1,486	+242%	+$820K	0.18%	118
2023 Q3	$313K	Sell	613 -390	-39%	-$197K	0.06%	280
2023 Q2	$460K	Buy	+1,003	New	+$439K	0.09%	213

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

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

Insigneo Advisory Services reduced its Intuit (INTU) stake by 3.3% in Q1 2026, selling an estimated $32K and leaving 1,974 shares worth $854K. The position accounts for 0.06% of the portfolio, ranked #242.

Insigneo Advisory Services first reported a position in INTU in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q2 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Insigneo Advisory Services held 1,974 shares of Intuit worth $854K as of Q1 2026.
Insigneo Advisory Services sold 67 Intuit shares in Q1 2026, an estimated $32K.
Intuit made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #242 holding.
Insigneo Advisory Services first reported a position in Intuit in Q2 2023 and has held it in 12 quarters since.
Insigneo Advisory Services's Intuit position peaked at $2.16M in Q2 2024.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.