JAG
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Journey Advisory Group’s Intuit INTU Stock Holding History

Journey Advisory Group’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
-308
Closed -$204K – 253
2025
Q4 		$204K Sell
308
-12
-4% -$7.93K 0.02% 257
2025
Q3 		$219K Hold
320
– – 0.02% 257
2025
Q2 		$252K Sell
320
-91
-22% -$61.6K 0.02% 256
2025
Q1 		$252K Sell
411
-652
-61% -$392K 0.02% 251
2024
Q4 		$698K Hold
1,063
– – 0.08% 127
2024
Q3 		$698K Hold
1,063
– – 0.08% 127
2024
Q2 		$698K Buy
1,063
+55
+5% +$34.1K 0.08% 127
2024
Q1 		$655K Buy
1,008
+73
+8% +$46.6K 0.08% 139
2023
Q4 		$584K Buy
935
+28
+3% +$15.4K 0.08% 138
2023
Q3 		$463K Buy
907
+9
+1% +$4.55K 0.07% 149
2023
Q2 		$411K Buy
898
+20
+2% +$8.76K 0.06% 160
2023
Q1 		$391K Buy
878
+24
+3% +$9.85K 0.06% 166
2022
Q4 		$332K Sell
854
-53
-6% -$21K 0.08% 164
2022
Q3 		$351K Buy
907
+94
+12% +$40.6K 0.09% 174
2022
Q2 		$364K Buy
813
+21
+3% +$8.7K 0.08% 183
2022
Q1 		$381K Sell
792
-65
-8% -$33.3K 0.1% 163
2021
Q4 		$551K Buy
857
+94
+12% +$58K 0.15% 121
2021
Q3 		$412K Buy
763
+54
+8% +$29.1K 0.13% 140
2021
Q2 		$348K Buy
709
+49
+7% +$21.2K 0.11% 154
2021
Q1 		$253K Buy
660
+60
+10% +$23.1K 0.09% 171
2020
Q4 		$228K Buy
+600
New +$211K 0.09% 164

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

Journey Advisory Group's INTU Position: Q1 2026 in Review

Journey Advisory Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 308 shares — an estimated $204K sold.

Journey Advisory Group first reported a position in INTU in Q4 2020 and held it in 21 quarters. The position peaked at $698K in Q4 2024. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Journey Advisory Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Journey Advisory Group sold 308 Intuit shares in Q1 2026, an estimated $204K.
  • Journey Advisory Group first reported a position in Intuit in Q4 2020 and held it in 21 quarters.
  • Journey Advisory Group's Intuit position peaked at $698K in Q4 2024.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.