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Liberty Wealth Management’s Intuit INTU Stock Holding History

Liberty Wealth Management’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 		$904K Buy
2,090
+88
+4% +$42K 0.11% 105
2025
Q4 		$1.33M Sell
2,002
-2
-0.1% -$1.32K 0.17% 79
2025
Q3 		$1.37M Buy
2,004
+22
+1% +$15.9K 0.19% 74
2025
Q2 		$1.56M Sell
1,982
-17
-0.9% -$11.5K 0.24% 64
2025
Q1 		$1.23M Sell
1,999
-19
-0.9% -$11.4K 0.23% 60
2024
Q4 		$1.27M Buy
2,018
+22
+1% +$14.1K 0.21% 72
2024
Q3 		$1.24M Sell
1,996
-34,329
-95% -$21.9M 0.21% 68
2024
Q2 		$1.31M Buy
36,325
+34,338
+1,728% +$21.3M 0.24% 62
2024
Q1 		$1.29M Sell
1,987
-9
-0.5% -$5.75K 0.25% 62
2023
Q4 		$1.25M Sell
1,996
-7
-0.3% -$3.86K 0.27% 56
2023
Q3 		$1.02M Buy
2,003
+39
+2% +$19.7K 0.25% 55
2023
Q2 		$897K Buy
1,964
+223
+13% +$97.7K 0.22% 57
2023
Q1 		$776K Buy
+1,741
New +$715K 0.16% 85
2022
Q3 		$663K Buy
1,711
+2
+0.1% +$864 0.18% 66
2022
Q2 		$659K Buy
1,709
+2
+0.1% +$828 0.27% 64
2022
Q1 		$821K Buy
1,707
+1
+0.1% +$512 0.3% 55
2021
Q4 		$1.1K Buy
1,706
+1
+0.1% +$617 0.05% 64
2021
Q3 		$920K Buy
1,705
+1
+0.1% +$539 0.33% 47
2021
Q2 		$835K Buy
1,704
+3
+0.2% +$1.3K 0.32% 45
2021
Q1 		$635K Hold
1,701
– – 0.31% 49
2020
Q4 		$635K Buy
1,701
+1,201
+240% +$422K 0.31% 49
2020
Q3 		$163K Hold
500
– – 0.1% 113
2020
Q2 		$148K Hold
500
– – 0.1% 110
2020
Q1 		$115K Hold
500
– – 0.1% 126
2019
Q4 		$131K Hold
500
– – 0.1% 129
2019
Q3 		$132K Buy
+500
New +$138K 0.12% 122
2019
Q1 		– Sell
-21
Closed -$4K – 781
2018
Q4 		$4K Buy
+21
New +$4.37K ﹤0.01% 590

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

Liberty Wealth Management's INTU Position: Q1 2026 in Review

Liberty Wealth Management increased its Intuit (INTU) stake by 4.4% in Q1 2026, buying an estimated $42K and bringing the position to 2,090 shares worth $904K. The position accounts for 0.11% of the portfolio, ranked #105.

Liberty Wealth Management first reported a position in INTU in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.56M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Liberty Wealth Management held 2,090 shares of Intuit worth $904K as of Q1 2026.
  • Liberty Wealth Management bought 88 Intuit shares in Q1 2026, an estimated $42K.
  • Intuit made up 0.11% of Liberty Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Liberty Wealth Management first reported a position in Intuit in Q4 2018 and has held it in 27 quarters since.
  • Liberty Wealth Management's Intuit position peaked at $1.56M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.