Lantz Financial’s Intuit INTU Stock Holding History

Lantz Financial’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	-357	Closed	-$236K	–	247
2025 Q4	$236K	Sell	357 -17	-5%	-$11.2K	0.05%	232
2025 Q3	$255K	Buy	374 +19	+5%	+$13.7K	0.06%	217
2025 Q2	$280K	Buy	+355	New	+$240K	0.07%	188

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

Lantz Financial's INTU Position: Q1 2026 in Review

Lantz Financial sold out of Intuit (INTU) in Q1 2026, closing a stake of 357 shares — an estimated $236K sold.

Lantz Financial first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $280K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Lantz Financial reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Lantz Financial sold 357 Intuit shares in Q1 2026, an estimated $236K.
Lantz Financial first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
Lantz Financial's Intuit position peaked at $280K in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Lantz Financial's 13F filing for Q1 2026, filed 9 Apr 2026.