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LeConte Wealth Management’s Intuit INTU Stock Holding History

LeConte 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
2026
Q1 		– Sell
-375
Closed -$248K – 158
2025
Q4 		$248K Buy
+375
New +$248K 0.16% 99
2025
Q3 		– Sell
-267
Closed -$210K – 136
2025
Q2 		$210K Buy
+267
New +$181K 0.14% 96

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

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

LeConte Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 375 shares — an estimated $248K sold.

LeConte Wealth Management first reported a position in INTU in Q2 2025 and held it in 2 quarters. The position peaked at $248K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • LeConte Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • LeConte Wealth Management sold 375 Intuit shares in Q1 2026, an estimated $248K.
  • LeConte Wealth Management first reported a position in Intuit in Q2 2025 and held it in 2 quarters.
  • LeConte Wealth Management's Intuit position peaked at $248K in Q4 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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