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Naviter Wealth’s Intuit INTU Stock Holding History

Naviter Wealth’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 Sell
2,890
-111
-4% -$52.9K 0.16% 138
2025
Q4 		$1.99M Sell
3,001
-531
-15% -$351K 0.26% 91
2025
Q3 		$2.41M Buy
3,532
+140
+4% +$101K 0.28% 91
2025
Q2 		$2.67M Sell
3,392
-10
-0.3% -$6.77K 0.33% 77
2025
Q1 		$2.04M Sell
3,402
-12
-0.4% -$7.21K 0.25% 114
2024
Q4 		$2.15M Buy
3,414
+544
+19% +$348K 0.26% 106
2024
Q3 		$1.78M Buy
2,870
+141
+5% +$90K 0.25% 115
2024
Q2 		$1.79M Buy
2,729
+223
+9% +$138K 0.27% 107
2024
Q1 		$1.63M Buy
2,506
+419
+20% +$267K 0.27% 109
2023
Q4 		$1.3M Buy
2,087
+422
+25% +$233K 0.26% 100
2023
Q3 		$851K Sell
1,665
-93
-5% -$47.1K 0.21% 122
2023
Q2 		$805K Buy
1,758
+293
+20% +$128K 0.2% 129
2023
Q1 		$653K Buy
+1,465
New +$601K 0.23% 123

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

Naviter Wealth's INTU Position: Q1 2026 in Review

Naviter Wealth reduced its Intuit (INTU) stake by 3.7% in Q1 2026, selling an estimated $52.9K and leaving 2,890 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #138.

Naviter Wealth first reported a position in INTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.67M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Naviter Wealth held 2,890 shares of Intuit worth $1.25M as of Q1 2026.
  • Naviter Wealth sold 111 Intuit shares in Q1 2026, an estimated $52.9K.
  • Intuit made up 0.16% of Naviter Wealth's portfolio in Q1 2026, its #138 holding.
  • Naviter Wealth first reported a position in Intuit in Q1 2023 and has held it in 13 quarters since.
  • Naviter Wealth's Intuit position peaked at $2.67M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.