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Journey Retirement Planning & Investment Management’s Intuit INTU Stock Holding History

Journey Retirement Planning & Investment 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 		– Sell
-1,064
Closed -$705K – 184
2025
Q4 		$705K Buy
+1,064
New +$703K 0.14% 127

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 Retirement Planning & Investment Management's INTU Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,064 shares — an estimated $705K sold.

Journey Retirement Planning & Investment Management first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $705K in Q4 2025. 2,010 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,064 Intuit shares in Q1 2026, an estimated $705K.
  • Journey Retirement Planning & Investment Management first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Intuit position peaked at $705K in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.