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Integrated Wealth Concepts’s Intuit INTU Stock Holding History

Integrated Wealth Concepts’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 		$2.03M Buy
4,688
+1,927
+70% +$919K 0.02% 738
2025
Q4 		$1.83M Sell
2,761
-574
-17% -$379K 0.02% 558
2025
Q3 		$2.28M Buy
3,335
+367
+12% +$265K 0.02% 624
2025
Q2 		$2.34M Buy
2,968
+787
+36% +$533K 0.02% 571
2025
Q1 		$1.34M Sell
2,181
-783
-26% -$470K 0.02% 704
2024
Q4 		$1.86M Buy
2,964
+1,113
+60% +$711K 0.02% 587
2024
Q3 		$1.15M Sell
1,851
-706
-28% -$451K 0.01% 740
2024
Q2 		$1.68M Sell
2,557
-214
-8% -$133K 0.02% 569
2024
Q1 		$1.8M Buy
2,771
+394
+17% +$252K 0.03% 558
2023
Q4 		$1.49M Buy
2,377
+432
+22% +$238K 0.02% 582
2023
Q3 		$994K Sell
1,945
-118
-6% -$59.7K 0.02% 692
2023
Q2 		$945K Buy
2,063
+709
+52% +$310K 0.02% 705
2023
Q1 		$604K Buy
1,354
+339
+33% +$139K 0.01% 787
2022
Q4 		$395K Buy
1,015
+20
+2% +$7.93K 0.01% 728
2022
Q3 		$385K Buy
995
+128
+15% +$55.3K 0.01% 668
2022
Q2 		$334K Buy
867
+105
+14% +$43.5K 0.01% 723
2022
Q1 		$367K Sell
762
-698
-48% -$357K 0.01% 667
2021
Q4 		$939K Buy
1,460
+55
+4% +$34K 0.03% 443
2021
Q3 		$758K Buy
1,405
+147
+12% +$79.2K 0.02% 471
2021
Q2 		$617K Buy
1,258
+193
+18% +$83.7K 0.02% 483
2021
Q1 		$408K Buy
1,065
+8
+0.8% +$3.08K 0.02% 525
2020
Q4 		$402K Buy
1,057
+108
+11% +$37.9K 0.02% 453
2020
Q3 		$310K Buy
949
+165
+21% +$51.6K 0.02% 447
2020
Q2 		$232K Buy
+784
New +$215K 0.02% 451

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

Integrated Wealth Concepts's INTU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Intuit (INTU) stake by 70% in Q1 2026, buying an estimated $919K and bringing the position to 4,688 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #738.

Integrated Wealth Concepts first reported a position in INTU in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Integrated Wealth Concepts held 4,688 shares of Intuit worth $2.03M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,927 Intuit shares in Q1 2026, an estimated $919K.
  • Intuit made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #738 holding.
  • Integrated Wealth Concepts first reported a position in Intuit in Q2 2020 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's Intuit position peaked at $2.34M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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