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Pacific Wealth Management’s Intuit INTU Stock Holding History

Pacific Wealth 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 		$233K Sell
540
-52
-9% -$24.8K 0.13% 20
2025
Q4 		$392K Hold
592
– – 0.18% 13
2025
Q3 		$404K Hold
592
– – 0.2% 12
2025
Q2 		$466K Sell
592
-37
-6% -$25K 0.23% 13
2025
Q1 		$386K Hold
629
– – 0.21% 10
2024
Q4 		$395K Sell
629
-33
-5% -$21.1K 0.21% 12
2024
Q3 		$411K Sell
662
-100
-13% -$63.8K 0.19% 13
2024
Q2 		$501K Buy
762
+149
+24% +$92.4K 0.25% 14
2024
Q1 		$383K Hold
613
– – 0.22% 18
2023
Q4 		$383K Buy
613
+105
+21% +$57.9K 0.22% 18
2023
Q3 		$260K Buy
+508
New +$257K 0.17% 21

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 Wealth Management's INTU Position: Q1 2026 in Review

Pacific Wealth Management reduced its Intuit (INTU) stake by 8.8% in Q1 2026, selling an estimated $24.8K and leaving 540 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #20.

Pacific Wealth Management first reported a position in INTU in Q3 2023 and has held it in 11 quarters since. The position peaked at $501K in Q2 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Pacific Wealth Management held 540 shares of Intuit worth $233K as of Q1 2026.
  • Pacific Wealth Management sold 52 Intuit shares in Q1 2026, an estimated $24.8K.
  • Intuit made up 0.13% of Pacific Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Pacific Wealth Management first reported a position in Intuit in Q3 2023 and has held it in 11 quarters since.
  • Pacific Wealth Management's Intuit position peaked at $501K in Q2 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pacific Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.