Navis Wealth Advisors’s Intuit INTU Stock Holding History

Navis Wealth 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	–	Sell	-356	Closed	-$236K	–	188
2025 Q4	$236K	Buy	+356	New	+$235K	0.1%	157

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

Navis Wealth Advisors's INTU Position: Q1 2026 in Review

Navis Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 356 shares — an estimated $236K sold.

Navis Wealth Advisors first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Navis Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Navis Wealth Advisors sold 356 Intuit shares in Q1 2026, an estimated $236K.
Navis Wealth Advisors first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
Navis Wealth Advisors's Intuit position peaked at $236K in Q4 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.