L.J. Altfest & Co’s Intuit INTU Stock Holding History

L.J. Altfest & Co’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	-409	Closed	-$271K	–	354
2025 Q4	$271K	Buy	409 +2	+0.5%	+$1.32K	0.03%	293
2025 Q3	$278K	Sell	407 -38	-9%	-$27.4K	0.03%	298
2025 Q2	$350K	Hold	445	–	–	0.04%	266
2025 Q1	$273K	Buy	445 +26	+6%	+$15.6K	0.03%	281
2024 Q4	$263K	Buy	419 +1	+0.2%	+$639	0.03%	284
2024 Q3	$260K	Sell	418 -49	-10%	-$31.3K	0.03%	291
2024 Q2	$307K	Sell	467 -6	-1%	-$3.72K	0.04%	251
2024 Q1	$308K	Sell	473 -146	-24%	-$93.2K	0.04%	257
2023 Q4	$387K	Hold	619	–	–	0.06%	217
2023 Q3	$316K	Hold	619	–	–	0.05%	233
2023 Q2	$284K	Hold	619	–	–	0.04%	248
2023 Q1	$276K	Sell	619 -3	-0.5%	-$1.23K	0.04%	232
2022 Q4	$242K	Sell	622 -718	-54%	-$285K	0.04%	231
2022 Q3	$519K	Buy	1,340 +34	+3%	+$14.7K	0.1%	136
2022 Q2	$503K	Buy	1,306 +692	+113%	+$287K	0.09%	147
2022 Q1	$295K	Hold	614	–	–	0.05%	206
2021 Q4	$395K	Sell	614 -76	-11%	-$46.9K	0.08%	177
2021 Q3	$372K	Sell	690 -21	-3%	-$11.3K	0.08%	176
2021 Q2	$349K	Buy	711 +100	+16%	+$43.4K	0.08%	188
2021 Q1	$234K	Hold	611	–	–	0.06%	240
2020 Q4	$232K	Buy	+611	New	+$215K	0.06%	231

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

L.J. Altfest & Co's INTU Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Intuit (INTU) in Q1 2026, closing a stake of 409 shares — an estimated $271K sold.

L.J. Altfest & Co first reported a position in INTU in Q4 2020 and held it in 21 quarters. The position peaked at $519K in Q3 2022. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

L.J. Altfest & Co reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
L.J. Altfest & Co sold 409 Intuit shares in Q1 2026, an estimated $271K.
L.J. Altfest & Co first reported a position in Intuit in Q4 2020 and held it in 21 quarters.
L.J. Altfest & Co's Intuit position peaked at $519K in Q3 2022.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.