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One Wealth Capital Management’s Intuit INTU Stock Holding History

One Wealth Capital Management’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
-707
Closed -$468K – 137
2025
Q4 		$468K Sell
707
-20
-3% -$13.2K 0.2% 67
2025
Q3 		$496K Buy
+727
New +$524K 0.22% 59

Other funds holding INTU

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BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

One Wealth Capital Management's INTU Position: Q1 2026 in Review

One Wealth Capital Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 707 shares — an estimated $468K sold.

One Wealth Capital Management first reported a position in INTU in Q3 2025 and held it in 2 quarters. The position peaked at $496K in Q3 2025. 2,009 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • One Wealth Capital Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 707 Intuit shares in Q1 2026, an estimated $468K.
  • One Wealth Capital Management first reported a position in Intuit in Q3 2025 and held it in 2 quarters.
  • One Wealth Capital Management's Intuit position peaked at $496K in Q3 2025.
  • 2,009 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on One Wealth Capital Management's 13F filing for Q1 2026, filed 4 May 2026.