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MPWM Advisory Solutions’s Intuit INTU Stock Holding History

MPWM Advisory Solutions’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 		$3.03K Hold
7
– – ﹤0.01% 448
2025
Q4 		$4.64K Hold
7
– – ﹤0.01% 385
2025
Q3 		$4.78K Hold
7
– – ﹤0.01% 348
2025
Q2 		$5.51K Hold
7
– – ﹤0.01% 345
2025
Q1 		$4.3K Hold
7
– – ﹤0.01% 384
2024
Q4 		$4.4K Buy
+7
New +$4.47K ﹤0.01% 389

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

MPWM Advisory Solutions's INTU Position: Q1 2026 in Review

MPWM Advisory Solutions held its Intuit (INTU) position steady in Q1 2026 at 7 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

MPWM Advisory Solutions first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.51K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • MPWM Advisory Solutions held 7 shares of Intuit worth $3.03K as of Q1 2026.
  • MPWM Advisory Solutions left its Intuit share count unchanged in Q1 2026.
  • Intuit made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #448 holding.
  • MPWM Advisory Solutions first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Intuit position peaked at $5.51K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.