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J. Safra Asset Management’s Intuit INTU Stock Holding History

J. Safra Asset Management’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 		$10.4K Sell
24
-11
-31% -$5.25K ﹤0.01% 374
2025
Q4 		$23.2K Buy
+35
New +$23.1K ﹤0.01% 314
2025
Q1 		– Sell
-108
Closed -$68.1K – 368
2024
Q4 		$68.1K Buy
108
+48
+80% +$30.7K 0.01% 179
2024
Q3 		$37.1K Hold
60
– – ﹤0.01% 172
2024
Q2 		$39.4K Buy
+60
New +$37.2K ﹤0.01% 156
2022
Q4 		– Sell
-28
Closed – – 98
2022
Q3 		$0 Sell
28
-15
-35% -$6.48K ﹤0.01% 63
2022
Q2 		$0 Sell
43
-41
-49% -$17K ﹤0.01% 82
2022
Q1 		$0 Buy
+84
New +$43K ﹤0.01% 87

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

J. Safra Asset Management's INTU Position: Q1 2026 in Review

J. Safra Asset Management reduced its Intuit (INTU) stake by 31% in Q1 2026, selling an estimated $5.25K and leaving 24 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

J. Safra Asset Management first reported a position in INTU in Q1 2022 and has held it in 8 quarters since. The position peaked at $68.1K in Q4 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • J. Safra Asset Management held 24 shares of Intuit worth $10.4K as of Q1 2026.
  • J. Safra Asset Management sold 11 Intuit shares in Q1 2026, an estimated $5.25K.
  • Intuit made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #374 holding.
  • J. Safra Asset Management first reported a position in Intuit in Q1 2022 and has held it in 8 quarters since.
  • J. Safra Asset Management's Intuit position peaked at $68.1K in Q4 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.