Legacy Wealth Partners (Colorado)’s Intuit INTU Stock Holding History

Legacy Wealth Partners (Colorado)’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	-307	Closed	-$203K	–	183
2025 Q4	$203K	Buy	+307	New	+$203K	0.05%	172

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s INTU Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) sold out of Intuit (INTU) in Q1 2026, closing a stake of 307 shares — an estimated $203K sold.

Legacy Wealth Partners (Colorado) first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 2,015 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Legacy Wealth Partners (Colorado) reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Partners (Colorado) sold 307 Intuit shares in Q1 2026, an estimated $203K.
Legacy Wealth Partners (Colorado) first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
Legacy Wealth Partners (Colorado)'s Intuit position peaked at $203K in Q4 2025.
2,015 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.