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Legacy Advisors’s Intuit INTU Stock Holding History

Legacy Advisors’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
-327
Closed -$217K – 298
2025
Q4 		$217K Sell
327
-108
-25% -$71.4K 0.02% 265
2025
Q3 		$297K Buy
+435
New +$314K 0.04% 202
2025
Q2 		– Sell
-6,776
Closed -$4.16M – 199
2025
Q1 		$4.16M Buy
6,776
+107
+2% +$64.3K 0.43% 47
2024
Q4 		$4.19M Buy
6,669
+336
+5% +$215K 0.41% 43
2024
Q3 		$3.93M Buy
6,333
+242
+4% +$154K 0.43% 43
2024
Q2 		$4M Sell
6,091
-288
-5% -$179K 0.49% 33
2024
Q1 		$4.15M Buy
6,379
+607
+11% +$387K 0.52% 33
2023
Q4 		$3.61M Buy
5,772
+88
+2% +$48.5K 0.46% 33
2023
Q3 		$2.9M Buy
5,684
+813
+17% +$411K 0.47% 52
2023
Q2 		$2.23M Buy
4,871
+32
+0.7% +$14K 0.33% 72
2023
Q1 		$2.16M Buy
4,839
+959
+25% +$394K 0.4% 62
2022
Q4 		$1.51M Buy
3,880
+1,398
+56% +$555K 0.28% 67
2022
Q3 		$961K Buy
2,482
+368
+17% +$159K 0.21% 74
2022
Q2 		$815K Buy
2,114
+583
+38% +$241K 0.17% 84
2022
Q1 		$736K Buy
+1,531
New +$784K 0.14% 94

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

Legacy Advisors's INTU Position: Q1 2026 in Review

Legacy Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 327 shares — an estimated $217K sold.

Legacy Advisors first reported a position in INTU in Q1 2022 and held it in 15 quarters. The position peaked at $4.19M in Q4 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Legacy Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisors sold 327 Intuit shares in Q1 2026, an estimated $217K.
  • Legacy Advisors first reported a position in Intuit in Q1 2022 and held it in 15 quarters.
  • Legacy Advisors's Intuit position peaked at $4.19M in Q4 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.