NWAM LLC’s Intuit INTU Stock Holding History

NWAM LLC’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	-481	Closed	-$278K	–	650
2025 Q4	$278K	Sell	481 -21	-4%	-$13.9K	0.02%	521
2025 Q3	$335K	Buy	502 +189	+60%	+$136K	0.02%	490
2025 Q2	$246K	Buy	+313	New	+$212K	0.01%	549
2024 Q4	–	Sell	-322	Closed	-$200K	–	621
2024 Q3	$200K	Sell	322 -37	-10%	-$23.6K	0.01%	597
2024 Q2	$236K	Buy	359 +16	+5%	+$9.92K	0.07%	132
2024 Q1	$221K	Sell	343 -40	-10%	-$25.5K	0.02%	518
2023 Q4	$239K	Buy	+383	New	+$211K	0.02%	490

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

NWAM LLC's INTU Position: Q1 2026 in Review

NWAM LLC sold out of Intuit (INTU) in Q1 2026, closing a stake of 481 shares — an estimated $278K sold.

NWAM LLC first reported a position in INTU in Q4 2023 and held it in 7 quarters. The position peaked at $335K in Q3 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

NWAM LLC reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
NWAM LLC sold 481 Intuit shares in Q1 2026, an estimated $278K.
NWAM LLC first reported a position in Intuit in Q4 2023 and held it in 7 quarters.
NWAM LLC's Intuit position peaked at $335K in Q3 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.