One Wealth Advisors’s Intuit INTU Stock Holding History

One 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	-310	Closed	-$205K	–	315
2025 Q4	$205K	Sell	310 -48	-13%	-$31.7K	0.03%	291
2025 Q3	$244K	Buy	+358	New	+$258K	0.03%	271
2019 Q3	–	Sell	-2,654	Closed	-$694K	–	123
2019 Q2	$694K	Sell	2,654 -659	-20%	-$167K	0.57%	19
2019 Q1	$866K	Buy	3,313 +2,107	+175%	+$487K	0.71%	14
2018 Q4	$237K	Sell	1,206 -1,863	-61%	-$388K	0.24%	76
2018 Q3	$698K	Buy	3,069 +2,017	+192%	+$433K	0.53%	24
2018 Q2	$215K	Buy	+1,052	New	+$202K	0.17%	119

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

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

One Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 310 shares — an estimated $205K sold.

One Wealth Advisors first reported a position in INTU in Q2 2018 and held it in 7 quarters. The position peaked at $866K in Q1 2019. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

One Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
One Wealth Advisors sold 310 Intuit shares in Q1 2026, an estimated $205K.
One Wealth Advisors first reported a position in Intuit in Q2 2018 and held it in 7 quarters.
One Wealth Advisors's Intuit position peaked at $866K in Q1 2019.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.