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Mowery & Schoenfeld Wealth Management’s Intuit INTU Stock Holding History

Mowery & Schoenfeld 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 		$15.2K Sell
35
-129
-79% -$61.5K 0.02% 190
2025
Q4 		$109K Buy
164
+4
+3% +$2.64K 0.16% 88
2025
Q3 		$109K Sell
160
-4
-2% -$2.88K 0.19% 80
2025
Q2 		$129K Sell
164
-12
-7% -$8.12K 0.2% 60
2025
Q1 		$108K Buy
176
+12
+7% +$7.21K 0.21% 78
2024
Q4 		$103K Buy
164
+39
+31% +$24.9K 0.2% 69
2024
Q3 		$77.6K Hold
125
– – 0.12% 74
2024
Q2 		$82.2K Hold
125
– – 0.12% 73
2024
Q1 		$81.3K Buy
+125
New +$79.8K 0.16% 60

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

Mowery & Schoenfeld Wealth Management's INTU Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Intuit (INTU) stake by 79% in Q1 2026, selling an estimated $61.5K and leaving 35 shares worth $15.2K. The position accounts for 0.02% of the portfolio, ranked #190.

Mowery & Schoenfeld Wealth Management first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $129K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 35 shares of Intuit worth $15.2K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 129 Intuit shares in Q1 2026, an estimated $61.5K.
  • Intuit made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #190 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's Intuit position peaked at $129K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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