Monte Financial Group’s Intuit INTU Stock Holding History

Monte Financial Group’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	$1.25M	Buy	+2,899	New	+$1.38M	0.45%	65

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

Monte Financial Group's INTU Position: Q1 2026 in Review

Monte Financial Group opened a new position in Intuit (INTU) in Q1 2026: 2,899 shares worth $1.25M. The stake represents 0.45% of the portfolio and ranks #65 among its holdings.

2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Monte Financial Group held 2,899 shares of Intuit worth $1.25M as of Q1 2026.
Intuit was a new Monte Financial Group position in Q1 2026.
Intuit made up 0.45% of Monte Financial Group's portfolio in Q1 2026, its #65 holding.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.