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Linscomb Wealth’s Intuit INTU Stock Holding History

Linscomb Wealth’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
-379
Closed -$251K – 345
2025
Q4 		$251K Sell
379
-8
-2% -$5.29K 0.01% 280
2025
Q3 		$264K Buy
387
+7
+2% +$5.05K 0.01% 281
2025
Q2 		$299K Sell
380
-20
-5% -$13.5K 0.01% 265
2025
Q1 		$246K Buy
400
+15
+4% +$9.01K 0.01% 271
2024
Q4 		$242K Buy
385
+14
+4% +$8.95K 0.01% 271
2024
Q3 		$230K Hold
371
– – 0.01% 279
2024
Q2 		$244K Buy
+371
New +$230K 0.01% 268
2022
Q1 		– Sell
-470
Closed -$302K – 353
2021
Q4 		$302K Buy
470
+54
+13% +$33.3K 0.01% 273
2021
Q3 		$224K Buy
416
+6
+1% +$3.23K 0.01% 306
2021
Q2 		$201K Buy
+410
New +$178K 0.01% 322

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

Linscomb Wealth's INTU Position: Q1 2026 in Review

Linscomb Wealth sold out of Intuit (INTU) in Q1 2026, closing a stake of 379 shares — an estimated $251K sold.

Linscomb Wealth first reported a position in INTU in Q2 2021 and held it in 10 quarters. The position peaked at $302K in Q4 2021. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Linscomb Wealth reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Linscomb Wealth sold 379 Intuit shares in Q1 2026, an estimated $251K.
  • Linscomb Wealth first reported a position in Intuit in Q2 2021 and held it in 10 quarters.
  • Linscomb Wealth's Intuit position peaked at $302K in Q4 2021.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.