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Modern Wealth Management’s Intuit INTU Stock Holding History

Modern 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 		$524K Sell
1,229
-89
-7% -$42.5K 0.01% 568
2025
Q4 		$874K Buy
1,318
+410
+45% +$271K 0.02% 427
2025
Q3 		$620K Sell
908
-27
-3% -$19.5K 0.01% 466
2025
Q2 		$737K Buy
935
+43
+5% +$29.1K 0.02% 415
2025
Q1 		$548K Buy
892
+456
+105% +$274K 0.02% 401
2024
Q4 		$274K Buy
+436
New +$279K 0.01% 477

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

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

Modern Wealth Management reduced its Intuit (INTU) stake by 6.8% in Q1 2026, selling an estimated $42.5K and leaving 1,229 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #568.

Modern Wealth Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $874K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Modern Wealth Management held 1,229 shares of Intuit worth $524K as of Q1 2026.
  • Modern Wealth Management sold 89 Intuit shares in Q1 2026, an estimated $42.5K.
  • Intuit made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #568 holding.
  • Modern Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Modern Wealth Management's Intuit position peaked at $874K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.