Mission Wealth Management’s Intuit INTU Stock Holding History

Mission 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	$476K	Hold	1,100	–	–	0.01%	506
2025 Q4	$729K	Hold	1,100	–	–	0.01%	400
2025 Q3	$751K	Buy	+1,100	New	+$793K	0.01%	395
2025 Q2	–	Hold	0	–	–	–	258
2025 Q1	–	Hold	0	–	–	–	278
2024 Q3	–	Hold	0	–	-$1.18M	–	698
2024 Q2	–	Hold	0	–	–	–	237
2024 Q1	–	Hold	0	–	–	–	260
2023 Q3	–	Hold	0	–	-$550K	–	564
2023 Q2	–	Hold	0	–	–	–	326
2023 Q1	–	Hold	0	–	–	–	319
2022 Q4	–	Hold	0	–	–	–	331
2022 Q3	–	Hold	0	–	–	–	302
2022 Q2	–	Sell	-1,200	Closed	-$497K	–	312
2022 Q1	$577K	Buy	+1,200	New	+$614K	0.03%	284

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Mission Wealth Management increased its Intuit (INTU) stake by 5.3% in Q1 2026, buying an estimated $112K and bringing the position to 4,656 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #213.

Mission Wealth Management first reported a position in INTU in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.63M in Q3 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Mission Wealth Management held 4,656 shares of Intuit worth $2.01M as of Q1 2026.
Mission Wealth Management bought 235 Intuit shares in Q1 2026, an estimated $112K.
Intuit made up 0.04% of Mission Wealth Management's portfolio in Q1 2026, its #213 holding.
Mission Wealth Management first reported a position in Intuit in Q1 2019 and has held it in 29 quarters since.
Mission Wealth Management's Intuit position peaked at $7.63M in Q3 2024.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.