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Kingsview Wealth Management’s Intuit INTU Stock Holding History

Kingsview Wealth 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
2022
Q1 		– Sell
-100
Closed -$53K – 935
2021
Q4 		$53K Buy
+100
New +$61.7K ﹤0.01% 908
2021
Q3 		– Sell
-100
Closed -$1K – 944
2021
Q2 		$1K Buy
+100
New +$43.4K ﹤0.01% 895
2018
Q4 		– Sell
-100
Closed -$1K – 409
2018
Q3 		$1K Buy
+100
New +$21.5K ﹤0.01% 393
2018
Q2 		– Sell
-200
Closed -$1K – 397
2018
Q1 		$1K Buy
+200
New +$33.6K ﹤0.01% 351

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

Kingsview Wealth Management's INTU Position: Q1 2026 in Review

Kingsview Wealth Management increased its Intuit (INTU) stake by 9.1% in Q1 2026, buying an estimated $68.7K and bringing the position to 1,732 shares worth $749K. The position accounts for 0.01% of the portfolio, ranked #769.

Kingsview Wealth Management first reported a position in INTU in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.21M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Kingsview Wealth Management held 1,732 shares of Intuit worth $749K as of Q1 2026.
  • Kingsview Wealth Management bought 144 Intuit shares in Q1 2026, an estimated $68.7K.
  • Intuit made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #769 holding.
  • Kingsview Wealth Management first reported a position in Intuit in Q2 2017 and has held it in 31 quarters since.
  • Kingsview Wealth Management's Intuit position peaked at $1.21M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.