Laurel Wealth Advisors (North Carolina)’s Intuit INTU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-73	Closed	-$48.4K	–	413
2025 Q4	$48.4K	Buy	+73	New	+$48.2K	0.01%	326
2025 Q2	–	Sell	-91	Closed	-$55.9K	–	424
2025 Q1	$55.9K	Buy	91 +2	+2%	+$1.2K	0.01%	299
2024 Q4	$55.9K	Hold	89	–	–	0.01%	297
2024 Q3	$55.3K	Hold	89	–	–	0.01%	300
2024 Q2	$58.5K	Hold	89	–	–	0.01%	276
2024 Q1	$57.9K	Hold	89	–	–	0.01%	281
2023 Q4	$55.6K	Hold	89	–	–	0.01%	271
2023 Q3	$45.5K	Hold	89	–	–	0.01%	284
2023 Q2	$40.8K	Hold	89	–	–	0.01%	306
2023 Q1	$39.7K	Hold	89	–	–	0.01%	306
2022 Q4	$34.6K	Hold	89	–	–	0.01%	291
2022 Q3	$34K	Hold	89	–	–	0.01%	288
2022 Q2	$34K	Hold	89	–	–	0.01%	289
2022 Q1	$43K	Hold	89	–	–	0.01%	283
2021 Q4	$57K	Hold	89	–	–	0.01%	262
2021 Q3	$48K	Hold	89	–	–	0.01%	272
2021 Q2	$44K	Buy	89 +9	+11%	+$3.9K	0.01%	294
2021 Q1	$31K	Hold	80	–	–	0.01%	307
2020 Q4	$30K	Hold	80	–	–	0.01%	303
2020 Q3	$26K	Hold	80	–	–	0.01%	289
2020 Q2	$24K	Sell	80 -40	-33%	-$11K	0.01%	295
2020 Q1	$28K	Buy	120 +40	+50%	+$10.8K	0.01%	264
2019 Q4	$21K	Hold	80	–	–	0.01%	320
2019 Q3	$21K	Buy	80 +39	+95%	+$10.7K	0.01%	316
2019 Q2	$10K	Sell	41 -39	-49%	-$9.91K	﹤0.01%	378
2019 Q1	$21K	Hold	80	–	–	0.01%	303
2018 Q4	$16K	Buy	+80	New	+$16.6K	0.01%	311

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

Laurel Wealth Advisors (North Carolina)'s INTU Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Intuit (INTU) in Q1 2026, closing a stake of 73 shares — an estimated $48.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in INTU in Q4 2018 and held it in 27 quarters. The position peaked at $58.5K in Q2 2024. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 73 Intuit shares in Q1 2026, an estimated $48.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in Intuit in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Intuit position peaked at $58.5K in Q2 2024.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.