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LGT Financial Advisors’s Intuit INTU Stock Holding History

LGT 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 		– Sell
-40
Closed -$26.5K – 262
2025
Q4 		$26.5K Hold
40
– – 0.16% 89
2025
Q3 		$27.3K Hold
40
– – 0.06% 162
2025
Q2 		$31.5K Buy
+40
New +$27.1K 0.08% 128
2024
Q3 		– Sell
-38
Closed -$25K – 739
2024
Q2 		$25K Buy
+38
New +$23.6K 0.05% 253
2023
Q4 		– Sell
-4
Closed -$2.04K – 916
2023
Q3 		$2.04K Buy
+4
New +$2.02K ﹤0.01% 835

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

LGT Financial Advisors's INTU Position: Q1 2026 in Review

LGT Financial Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 40 shares — an estimated $26.5K sold.

LGT Financial Advisors first reported a position in INTU in Q3 2023 and held it in 5 quarters. The position peaked at $31.5K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • LGT Financial Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 40 Intuit shares in Q1 2026, an estimated $26.5K.
  • LGT Financial Advisors first reported a position in Intuit in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Intuit position peaked at $31.5K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.