OF
INTU icon

Optimize Financial’s Intuit INTU Stock Holding History

Optimize Financial’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 		$316K Buy
730
+257
+54% +$123K 0.16% 252
2025
Q4 		$313K Buy
473
+4
+0.9% +$2.64K 0.16% 261
2025
Q3 		$320K Buy
469
+116
+33% +$83.6K 0.17% 257
2025
Q2 		$278K Sell
353
-2
-0.6% -$1.35K 0.17% 168
2025
Q1 		$218K Buy
+355
New +$213K 0.16% 178

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

Optimize Financial's INTU Position: Q1 2026 in Review

Optimize Financial increased its Intuit (INTU) stake by 54% in Q1 2026, buying an estimated $123K and bringing the position to 730 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #252.

Optimize Financial first reported a position in INTU in Q1 2025 and has held it in 5 quarters since. The position peaked at $320K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Optimize Financial held 730 shares of Intuit worth $316K as of Q1 2026.
  • Optimize Financial bought 257 Intuit shares in Q1 2026, an estimated $123K.
  • Intuit made up 0.16% of Optimize Financial's portfolio in Q1 2026, its #252 holding.
  • Optimize Financial first reported a position in Intuit in Q1 2025 and has held it in 5 quarters since.
  • Optimize Financial's Intuit position peaked at $320K in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.