Joseph Group Capital Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$39.8K Buy
92
+55
+149% +$26.2K 0.01% 116
2025
Q4
$24.5K Buy
+37
New +$24.4K 0.01% 117

Other funds holding INTU

Joseph Group Capital Management's INTU Position: Q1 2026 in Review

Joseph Group Capital Management increased its Intuit (INTU) stake by 149% in Q1 2026, buying an estimated $26.2K and bringing the position to 92 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #116.

Joseph Group Capital Management first reported a position in INTU in Q4 2025 and has held it in 2 quarters since. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Joseph Group Capital Management held 92 shares of Intuit worth $39.8K as of Q1 2026.
  • Joseph Group Capital Management bought 55 Intuit shares in Q1 2026, an estimated $26.2K.
  • Intuit made up 0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #116 holding.
  • Joseph Group Capital Management first reported a position in Intuit in Q4 2025 and has held it in 2 quarters since.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.