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Invenio Wealth Partners’s Intuit INTU Stock Holding History

Invenio Wealth 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
-479
Closed -$317K – 93
2025
Q4 		$317K Sell
479
-26
-5% -$17.2K 0.12% 74
2025
Q3 		$345K Sell
505
-11
-2% -$7.93K 0.13% 74
2025
Q2 		$406K Buy
516
+29
+6% +$19.6K 0.16% 65
2025
Q1 		$299K Sell
487
-18
-4% -$10.8K 0.13% 70
2024
Q4 		$317K Buy
505
+12
+2% +$7.67K 0.13% 73
2024
Q3 		$306K Buy
493
+11
+2% +$7.02K 0.13% 73
2024
Q2 		$317K Buy
482
+52
+12% +$32.3K 0.16% 67
2024
Q1 		$280K Buy
430
+92
+27% +$58.7K 0.15% 77
2023
Q4 		$211K Buy
+338
New +$186K 0.15% 91

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

Invenio Wealth Partners's INTU Position: Q1 2026 in Review

Invenio Wealth Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 479 shares — an estimated $317K sold.

Invenio Wealth Partners first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $406K in Q2 2025. 2,015 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Invenio Wealth Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Invenio Wealth Partners sold 479 Intuit shares in Q1 2026, an estimated $317K.
  • Invenio Wealth Partners first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Invenio Wealth Partners's Intuit position peaked at $406K in Q2 2025.
  • 2,015 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Invenio Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.