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Legacy Wealth Management (Idaho)’s Intuit INTU Stock Holding History

Legacy Wealth Management (Idaho)’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 		$115K Buy
267
+25
+10% +$11.9K 0.06% 162
2025
Q4 		$160K Buy
242
+134
+124% +$88.5K 0.08% 113
2025
Q3 		$73.8K Hold
108
– – 0.03% 142
2025
Q2 		$85.1K Sell
108
-10
-8% -$6.77K 0.04% 119
2025
Q1 		$72.5K Hold
118
– – 0.05% 118
2024
Q4 		$68.3K Buy
118
+18
+18% +$11.5K 0.04% 107
2024
Q3 		$70.6K Buy
+100
New +$63.8K 0.04% 100

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 Wealth Management (Idaho)'s INTU Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Intuit (INTU) stake by 10% in Q1 2026, buying an estimated $11.9K and bringing the position to 267 shares worth $115K. The position accounts for 0.06% of the portfolio, ranked #162.

Legacy Wealth Management (Idaho) first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $160K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 267 shares of Intuit worth $115K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 25 Intuit shares in Q1 2026, an estimated $11.9K.
  • Intuit made up 0.06% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #162 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Intuit position peaked at $160K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.