LCWP
INTU icon

Legacy Capital Wealth Partners’s Intuit INTU Stock Holding History

Legacy Capital Wealth Partners’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 		$757K Buy
1,751
+333
+23% +$159K 0.16% 142
2025
Q4 		$939K Buy
1,418
+68
+5% +$44.9K 0.2% 103
2025
Q3 		$922K Buy
1,350
+116
+9% +$83.6K 0.2% 105
2025
Q2 		$972K Sell
1,234
-18
-1% -$12.2K 0.22% 91
2025
Q1 		$769K Buy
1,252
+104
+9% +$62.5K 0.19% 110
2024
Q4 		$721K Buy
1,148
+234
+26% +$150K 0.18% 119
2024
Q3 		$568K Sell
914
-154
-14% -$98.3K 0.11% 171
2024
Q2 		$702K Buy
+1,068
New +$662K 0.18% 114
2024
Q1 		– Sell
-869
Closed -$543K – 222
2023
Q4 		$543K Buy
869
+85
+11% +$46.9K 0.15% 134
2023
Q3 		$400K Buy
+784
New +$397K 0.11% 172

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 Capital Wealth Partners's INTU Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Intuit (INTU) stake by 23% in Q1 2026, buying an estimated $159K and bringing the position to 1,751 shares worth $757K. The position accounts for 0.16% of the portfolio, ranked #142.

Legacy Capital Wealth Partners first reported a position in INTU in Q3 2023 and has held it in 10 quarters since. The position peaked at $972K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Legacy Capital Wealth Partners held 1,751 shares of Intuit worth $757K as of Q1 2026.
  • Legacy Capital Wealth Partners bought 333 Intuit shares in Q1 2026, an estimated $159K.
  • Intuit made up 0.16% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #142 holding.
  • Legacy Capital Wealth Partners first reported a position in Intuit in Q3 2023 and has held it in 10 quarters since.
  • Legacy Capital Wealth Partners's Intuit position peaked at $972K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.