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Mount Yale Investment Advisors’s Intuit INTU Stock Holding History

Mount Yale Investment Advisors’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 		$2.58M Buy
5,957
+2,664
+81% +$1.27M 0.06% 326
2025
Q4 		$2.18M Buy
3,293
+1,110
+51% +$733K 0.11% 178
2025
Q3 		$1.49M Buy
2,183
+1,507
+223% +$1.09M 0.1% 208
2025
Q2 		$532K Sell
676
-25
-4% -$16.9K 0.04% 326
2025
Q1 		$430K Sell
701
-245
-26% -$147K 0.04% 357
2024
Q4 		$595K Sell
946
-27
-3% -$17.3K 0.05% 312
2024
Q3 		$604K Buy
973
+17
+2% +$10.9K 0.06% 300
2024
Q2 		$628K Sell
956
-693
-42% -$430K 0.05% 300
2024
Q1 		$1.07M Sell
1,649
-11
-0.7% -$7.02K 0.08% 208
2023
Q4 		$1.04M Buy
1,660
+1
+0.1% +$552 0.1% 194
2023
Q3 		$848K Sell
1,659
-304
-15% -$154K 0.09% 209
2023
Q2 		$900K Sell
1,963
-1,661
-46% -$727K 0.1% 210
2023
Q1 		$1.62M Buy
3,624
+1,384
+62% +$568K 0.18% 123
2022
Q4 		$872K Sell
2,240
-532
-19% -$211K 0.1% 210
2022
Q3 		$1.07M Sell
2,772
-925
-25% -$400K 0.14% 155
2022
Q2 		$1.43M Sell
3,697
-51
-1% -$21.1K 0.18% 130
2022
Q1 		$1.8M Buy
3,748
+1,386
+59% +$710K 0.2% 118
2021
Q4 		$1.52M Buy
2,362
+908
+62% +$560K 0.16% 142
2021
Q3 		$784K Sell
1,454
-434
-23% -$234K 0.09% 223
2021
Q2 		$925K Sell
1,888
-23
-1% -$9.97K 0.11% 190
2021
Q1 		$732K Buy
1,911
+469
+33% +$181K 0.1% 221
2020
Q4 		$548K Buy
1,442
+506
+54% +$178K 0.08% 242
2020
Q3 		$305K Buy
+936
New +$293K 0.04% 278
2018
Q4 		– Sell
-82
Closed -$18K – 524
2018
Q3 		$18K Sell
82
-3
-4% -$645 ﹤0.01% 801
2018
Q2 		$17K Sell
85
-1
-1% -$192 ﹤0.01% 827
2018
Q1 		$15K Buy
+86
New +$14.5K ﹤0.01% 809

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

Mount Yale Investment Advisors's INTU Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Intuit (INTU) stake by 81% in Q1 2026, buying an estimated $1.27M and bringing the position to 5,957 shares worth $2.58M. The position accounts for 0.06% of the portfolio, ranked #326.

Mount Yale Investment Advisors first reported a position in INTU in Q1 2018 and has held it in 26 quarters since. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Mount Yale Investment Advisors held 5,957 shares of Intuit worth $2.58M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,664 Intuit shares in Q1 2026, an estimated $1.27M.
  • Intuit made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #326 holding.
  • Mount Yale Investment Advisors first reported a position in Intuit in Q1 2018 and has held it in 26 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.