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Legacy Financial Advisors’s Intuit INTU Stock Holding History

Legacy Financial 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 		$638K Sell
1,475
-118
-7% -$56.3K 0.09% 188
2025
Q4 		$1.06M Buy
1,593
+17
+1% +$11.2K 0.15% 124
2025
Q3 		$1.08M Buy
1,576
+110
+8% +$79.3K 0.15% 117
2025
Q2 		$1.15M Buy
1,466
+177
+14% +$120K 0.18% 94
2025
Q1 		$791K Sell
1,289
-3
-0.2% -$1.8K 0.13% 134
2024
Q4 		$812K Buy
1,292
+87
+7% +$55.6K 0.13% 125
2024
Q3 		$748K Buy
1,205
+99
+9% +$63.2K 0.13% 141
2024
Q2 		$727K Buy
1,106
+24
+2% +$14.9K 0.13% 126
2024
Q1 		$703K Buy
1,082
+77
+8% +$49.2K 0.13% 136
2023
Q4 		$628K Buy
1,005
+87
+9% +$48K 0.12% 132
2023
Q3 		$469K Buy
918
+207
+29% +$105K 0.09% 144
2023
Q2 		$326K Buy
711
+94
+15% +$41.2K 0.06% 189
2023
Q1 		$275K Buy
617
+41
+7% +$16.8K 0.06% 197
2022
Q4 		$224K Sell
576
-415
-42% -$165K 0.05% 217
2022
Q3 		$384K Buy
991
+195
+24% +$84.2K 0.09% 126
2022
Q2 		$307K Buy
796
+330
+71% +$137K 0.08% 148
2022
Q1 		$224K Sell
466
-85
-15% -$43.5K 0.05% 217
2021
Q4 		$354K Buy
551
+81
+17% +$50K 0.08% 125
2021
Q3 		$254K Buy
470
+31
+7% +$16.7K 0.06% 150
2021
Q2 		$215K Buy
+439
New +$190K 0.05% 159
2019
Q2 		– Sell
-399
Closed -$104K – 491
2019
Q1 		$104K Sell
399
-43
-10% -$9.94K 0.04% 154
2018
Q4 		$87K Buy
442
+23
+5% +$4.79K 0.03% 155
2018
Q3 		$95K Hold
419
– – 0.03% 177
2018
Q2 		$90K Sell
419
-173
-29% -$33.2K 0.03% 180
2018
Q1 		$101K Sell
592
-432
-42% -$72.7K 0.04% 165
2017
Q4 		$161K Buy
+1,024
New +$156K 0.07% 134

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 Financial Advisors's INTU Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Intuit (INTU) stake by 7.4% in Q1 2026, selling an estimated $56.3K and leaving 1,475 shares worth $638K. The position accounts for 0.09% of the portfolio, ranked #188.

Legacy Financial Advisors first reported a position in INTU in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.15M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Legacy Financial Advisors held 1,475 shares of Intuit worth $638K as of Q1 2026.
  • Legacy Financial Advisors sold 118 Intuit shares in Q1 2026, an estimated $56.3K.
  • Intuit made up 0.09% of Legacy Financial Advisors's portfolio in Q1 2026, its #188 holding.
  • Legacy Financial Advisors first reported a position in Intuit in Q4 2017 and has held it in 26 quarters since.
  • Legacy Financial Advisors's Intuit position peaked at $1.15M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.