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Osprey Private Wealth’s Intuit INTU Stock Holding History

Osprey Private 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 		– Sell
-325
Closed -$215K – 80
2025
Q4 		$215K Hold
325
– – 0.06% 79
2025
Q3 		$222K Hold
325
– – 0.08% 61
2025
Q2 		$254K Hold
325
– – 0.14% 46
2025
Q1 		$200K Hold
325
– – 0.12% 48
2024
Q4 		$204K Hold
325
– – 0.14% 48
2024
Q3 		$202K Buy
+325
New +$207K 0.14% 49

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

Osprey Private Wealth's INTU Position: Q1 2026 in Review

Osprey Private Wealth sold out of Intuit (INTU) in Q1 2026, closing a stake of 325 shares — an estimated $215K sold.

Osprey Private Wealth first reported a position in INTU in Q3 2024 and held it in 6 quarters. The position peaked at $254K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Osprey Private Wealth reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Osprey Private Wealth sold 325 Intuit shares in Q1 2026, an estimated $215K.
  • Osprey Private Wealth first reported a position in Intuit in Q3 2024 and held it in 6 quarters.
  • Osprey Private Wealth's Intuit position peaked at $254K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Osprey Private Wealth's 13F filing for Q1 2026, filed 1 May 2026.