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Luminvest Wealth Management’s Intuit INTU Stock Holding History

Luminvest 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 		– Sell
-363
Closed -$240K – 56
2025
Q4 		$240K Hold
363
– – 0.07% 43
2025
Q3 		$248K Sell
363
-37
-9% -$26.7K 0.08% 39
2025
Q2 		$315K Hold
400
– – 0.11% 33
2025
Q1 		$246K Hold
400
– – 0.1% 31
2024
Q4 		$251K Hold
400
– – 0.1% 30
2024
Q3 		$248K Hold
400
– – 0.1% 30
2024
Q2 		$263K Buy
+400
New +$248K 0.12% 29

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

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

Luminvest Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 363 shares — an estimated $240K sold.

Luminvest Wealth Management first reported a position in INTU in Q2 2024 and held it in 7 quarters. The position peaked at $315K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Luminvest Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Luminvest Wealth Management sold 363 Intuit shares in Q1 2026, an estimated $240K.
  • Luminvest Wealth Management first reported a position in Intuit in Q2 2024 and held it in 7 quarters.
  • Luminvest Wealth Management's Intuit position peaked at $315K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.