LWL
INTU icon

Leo Wealth LLC’s Intuit INTU Stock Holding History

Leo Wealth LLC’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 		$493K Buy
1,140
+327
+40% +$156K 0.04% 273
2025
Q4 		$538K Buy
813
+427
+111% +$282K 0.04% 245
2025
Q3 		$264K Sell
386
-270
-41% -$195K 0.03% 243
2025
Q2 		$517K Buy
656
+316
+93% +$214K 0.04% 226
2025
Q1 		$209K Sell
340
-51
-13% -$30.6K 0.03% 252
2024
Q4 		$246K Buy
391
+50
+15% +$31.9K 0.02% 313
2024
Q3 		$212K Buy
341
+27
+9% +$17.2K 0.02% 322
2024
Q2 		$206K Sell
314
-35
-10% -$21.7K 0.02% 315
2024
Q1 		$227K Buy
349
+29
+9% +$18.5K 0.02% 304
2023
Q4 		$201K Buy
+320
New +$177K 0.02% 315

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

Leo Wealth LLC's INTU Position: Q1 2026 in Review

Leo Wealth LLC increased its Intuit (INTU) stake by 40% in Q1 2026, buying an estimated $156K and bringing the position to 1,140 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #273.

Leo Wealth LLC first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $538K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Leo Wealth LLC held 1,140 shares of Intuit worth $493K as of Q1 2026.
  • Leo Wealth LLC bought 327 Intuit shares in Q1 2026, an estimated $156K.
  • Intuit made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #273 holding.
  • Leo Wealth LLC first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Intuit position peaked at $538K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.