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Intellectus Partners’s Intuit INTU Stock Holding History

Intellectus Partners’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
-656
Closed -$435K – 301
2025
Q4 		$435K Sell
656
-4
-0.6% -$2.64K 0.08% 203
2025
Q3 		$451K Buy
+660
New +$476K 0.09% 207
2018
Q4 		– Sell
-50
Closed -$11K – 389
2018
Q3 		$11K Hold
50
– – ﹤0.01% 465
2018
Q2 		$10K Hold
50
– – ﹤0.01% 473
2018
Q1 		$9K Buy
+50
New +$8.41K ﹤0.01% 485

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Intellectus Partners's INTU Position: Q1 2026 in Review

Intellectus Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 656 shares — an estimated $435K sold.

Intellectus Partners first reported a position in INTU in Q1 2018 and held it in 5 quarters. The position peaked at $451K in Q3 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Intellectus Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Intellectus Partners sold 656 Intuit shares in Q1 2026, an estimated $435K.
  • Intellectus Partners first reported a position in Intuit in Q1 2018 and held it in 5 quarters.
  • Intellectus Partners's Intuit position peaked at $451K in Q3 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.