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Pacific Point Advisors’s Intuit INTU Stock Holding History

Pacific Point 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 		$2.33M Buy
5,396
+297
+6% +$142K 1.23% 11
2025
Q4 		$3.38M Buy
5,099
+269
+6% +$178K 1.81% 9
2025
Q3 		$3.3M Sell
4,830
-600
-11% -$433K 1.92% 8
2025
Q2 		$4.28M Sell
5,430
-74
-1% -$50.1K 2.32% 6
2025
Q1 		$3.38M Buy
5,504
+194
+4% +$116K 1.88% 7
2024
Q4 		$3.14M Buy
+5,310
New +$3.39M 1.91% 9

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

Pacific Point Advisors's INTU Position: Q1 2026 in Review

Pacific Point Advisors increased its Intuit (INTU) stake by 5.8% in Q1 2026, buying an estimated $142K and bringing the position to 5,396 shares worth $2.33M. The position accounts for 1.23% of the portfolio, ranked #11.

Pacific Point Advisors first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.28M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Pacific Point Advisors held 5,396 shares of Intuit worth $2.33M as of Q1 2026.
  • Pacific Point Advisors bought 297 Intuit shares in Q1 2026, an estimated $142K.
  • Intuit made up 1.23% of Pacific Point Advisors's portfolio in Q1 2026, its #11 holding.
  • Pacific Point Advisors first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Pacific Point Advisors's Intuit position peaked at $4.28M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.