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Lifeworks Advisors’s Intuit INTU Stock Holding History

Lifeworks 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
-903
Closed -$598K – 313
2025
Q4 		$598K Buy
903
+301
+50% +$199K 0.08% 192
2025
Q3 		$411K Buy
+602
New +$434K 0.05% 227
2025
Q2 		– Sell
-501
Closed -$307K – 323
2025
Q1 		$307K Buy
501
+180
+56% +$108K 0.05% 243
2024
Q4 		$202K Buy
+321
New +$205K 0.04% 298
2023
Q1 		– Sell
-588
Closed -$229K – 146
2022
Q4 		$229K Hold
588
– – 0.13% 106
2022
Q3 		$251K Sell
588
-1,888
-76% -$816K 0.14% 112
2022
Q2 		$954K Buy
2,476
+380
+18% +$157K 0.6% 53
2022
Q1 		$1.01M Buy
2,096
+1,135
+118% +$581K 0.67% 52
2021
Q4 		$618K Buy
+961
New +$593K 0.49% 59

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

Lifeworks Advisors's INTU Position: Q1 2026 in Review

Lifeworks Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 903 shares — an estimated $598K sold.

Lifeworks Advisors first reported a position in INTU in Q4 2021 and held it in 9 quarters. The position peaked at $1.01M in Q1 2022. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Lifeworks Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 903 Intuit shares in Q1 2026, an estimated $598K.
  • Lifeworks Advisors first reported a position in Intuit in Q4 2021 and held it in 9 quarters.
  • Lifeworks Advisors's Intuit position peaked at $1.01M in Q1 2022.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.