JSW
INTU icon

Journey Strategic Wealth’s Intuit INTU Stock Holding History

Journey Strategic Wealth’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 		$1.2M Buy
2,784
+1,063
+62% +$507K 0.03% 160
2025
Q4 		$1.14M Sell
1,721
-508
-23% -$336K 0.03% 155
2025
Q3 		$1.52M Buy
2,229
+220
+11% +$159K 0.04% 118
2025
Q2 		$1.58M Buy
2,009
+810
+68% +$548K 0.05% 113
2025
Q1 		$736K Sell
1,199
-1
-0.1% -$601 0.03% 170
2024
Q4 		$754K Sell
1,200
-8
-0.7% -$5.11K 0.03% 161
2024
Q3 		$750K Buy
1,208
+111
+10% +$70.9K 0.03% 161
2024
Q2 		$721K Buy
1,097
+410
+60% +$254K 0.03% 126
2024
Q1 		$447K Buy
687
+317
+86% +$202K 0.02% 141
2023
Q4 		$231K Buy
+370
New +$204K 0.01% 180
2023
Q2 		– Sell
-753
Closed -$336K – 237
2023
Q1 		$336K Sell
753
-82
-10% -$33.7K 0.04% 141
2022
Q4 		$325K Sell
835
-60
-7% -$23.8K 0.04% 136
2022
Q3 		$346K Buy
+895
New +$387K 0.05% 91
2022
Q2 		– Sell
-773
Closed -$372K – 166
2022
Q1 		$372K Buy
773
+12
+2% +$6.14K 0.04% 79
2021
Q4 		$489K Buy
+761
New +$470K 0.05% 72

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 Strategic Wealth's INTU Position: Q1 2026 in Review

Journey Strategic Wealth increased its Intuit (INTU) stake by 62% in Q1 2026, buying an estimated $507K and bringing the position to 2,784 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #160.

Journey Strategic Wealth first reported a position in INTU in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.58M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Journey Strategic Wealth held 2,784 shares of Intuit worth $1.2M as of Q1 2026.
  • Journey Strategic Wealth bought 1,063 Intuit shares in Q1 2026, an estimated $507K.
  • Intuit made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #160 holding.
  • Journey Strategic Wealth first reported a position in Intuit in Q4 2021 and has held it in 15 quarters since.
  • Journey Strategic Wealth's Intuit position peaked at $1.58M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.