Level Four Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $949K | Buy |
2,193
+479
| +28% | +$228K | 0.03% | 433 |
|
|
2025
Q4 | $1.14M | Buy |
1,714
+47
| +3% | +$31.1K | 0.04% | 386 |
|
|
2025
Q3 | $1.14M | Sell |
1,667
-60
| -3% | -$43.3K | 0.04% | 378 |
|
|
2025
Q2 | $1.36M | Buy |
1,727
+86
| +5% | +$58.2K | 0.05% | 324 |
|
|
2025
Q1 | $1.01M | Sell |
1,641
-27
| -2% | -$16.2K | 0.04% | 341 |
|
|
2024
Q4 | $1.05M | Buy |
1,668
+89
| +6% | +$56.9K | 0.04% | 336 |
|
|
2024
Q3 | $964K | Buy |
1,579
+4
| +0.3% | +$2.55K | 0.04% | 362 |
|
|
2024
Q2 | $1.04M | Buy |
1,575
+221
| +16% | +$137K | 0.05% | 324 |
|
|
2024
Q1 | $846K | Hold |
1,354
| – | – | 0.05% | 339 |
|
|
2023
Q4 | $846K | Buy |
1,354
+18
| +1% | +$9.93K | 0.05% | 335 |
|
|
2023
Q3 | $683K | Buy |
1,336
+40
| +3% | +$20.2K | 0.04% | 366 |
|
|
2023
Q2 | $594K | Sell |
1,296
-82
| -6% | -$35.9K | 0.04% | 423 |
|
|
2023
Q1 | $614K | Buy |
1,378
+320
| +30% | +$131K | 0.04% | 377 |
|
|
2022
Q4 | $412K | Buy |
1,058
+28
| +3% | +$11.1K | 0.03% | 436 |
|
|
2022
Q3 | $399K | Sell |
1,030
-19
| -2% | -$8.21K | 0.04% | 357 |
|
|
2022
Q2 | $404K | Buy |
1,049
+7
| +0.7% | +$2.9K | 0.04% | 375 |
|
|
2022
Q1 | $501K | Buy |
1,042
+5
| +0.5% | +$2.56K | 0.04% | 393 |
|
|
2021
Q4 | $667K | Buy |
1,037
+39
| +4% | +$24.1K | 0.05% | 325 |
|
|
2021
Q3 | $538K | Buy |
998
+33
| +3% | +$17.8K | 0.06% | 278 |
|
|
2021
Q2 | $473K | Sell |
965
-314
| -25% | -$136K | 0.03% | 411 |
|
|
2021
Q1 | $490K | Buy |
1,279
+105
| +9% | +$40.4K | 0.04% | 384 |
|
|
2020
Q4 | $446K | Sell |
1,174
-166
| -12% | -$58.3K | 0.04% | 388 |
|
|
2020
Q3 | $437K | Sell |
1,340
-585
| -30% | -$183K | 0.03% | 372 |
|
|
2020
Q2 | $570K | Buy |
1,925
+165
| +9% | +$45.3K | 0.04% | 343 |
|
|
2020
Q1 | $406K | Buy |
1,760
+281
| +19% | +$76.1K | 0.05% | 337 |
|
|
2019
Q4 | $388K | Buy |
1,479
+339
| +30% | +$88.6K | 0.02% | 423 |
|
|
2019
Q3 | $303K | Sell |
1,140
-297
| -21% | -$81.7K | 0.03% | 398 |
|
|
2019
Q2 | $376K | Sell |
1,437
-200
| -12% | -$50.8K | 0.04% | 373 |
|
|
2019
Q1 | $428K | Sell |
1,637
-246
| -13% | -$56.9K | 0.05% | 338 |
|
|
2018
Q4 | $371K | Buy |
1,883
+230
| +14% | +$47.9K | 0.05% | 362 |
|
|
2018
Q3 | $376K | Buy |
1,653
+221
| +15% | +$47.5K | 0.04% | 408 |
|
|
2018
Q2 | $293K | Hold |
1,432
| – | – | 0.02% | 486 |
|
|
2018
Q1 | $248K | Hold |
1,432
| – | – | 0.02% | 469 |
|
|
2017
Q4 | $226K | Sell |
1,432
-80
| -5% | -$12.2K | 0.02% | 495 |
|
|
2017
Q3 | $215K | Sell |
1,512
-4,682
| -76% | -$646K | 0.02% | 474 |
|
|
2017
Q2 | $722K | Sell |
6,194
-4,762
| -43% | -$618K | 0.11% | 197 |
|
|
2017
Q1 | $1.27M | Sell |
10,956
-804
| -7% | -$96.4K | 0.13% | 166 |
|
|
2016
Q4 | $1.35M | Buy |
+11,760
| New | +$1.32M | 0.17% | 133 |
|
Other funds holding INTU
VCM
VPM
Level Four Advisory Services's INTU Position: Q1 2026 in Review
Level Four Advisory Services increased its Intuit (INTU) stake by 28% in Q1 2026, buying an estimated $228K and bringing the position to 2,193 shares worth $949K. The position accounts for 0.03% of the portfolio, ranked #433.
Level Four Advisory Services first reported a position in INTU in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.36M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Level Four Advisory Services held 2,193 shares of Intuit worth $949K as of Q1 2026.
- Level Four Advisory Services bought 479 Intuit shares in Q1 2026, an estimated $228K.
- Intuit made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #433 holding.
- Level Four Advisory Services first reported a position in Intuit in Q4 2016 and has held it in 38 quarters since.
- Level Four Advisory Services's Intuit position peaked at $1.36M in Q2 2025.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.