Paladin Advisory Group’s Intuit INTU Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-90	Closed	-$35K	–	371
2022 Q4	$35K	Sell	90 -4	-4%	-$1.59K	0.03%	173
2022 Q3	$36K	Hold	94	–	–	0.03%	174
2022 Q2	$36K	Buy	+94	New	+$38.9K	0.03%	180
2022 Q1	–	Sell	-94	Closed	-$60K	–	384
2021 Q4	$60K	Buy	+94	New	+$58K	0.05%	166

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Paladin Advisory Group's INTU Position: Q1 2026 in Review

Paladin Advisory Group held its Intuit (INTU) position steady in Q1 2026 at 86 shares worth $37.2K. The position accounts for 0.03% of the portfolio, ranked #160.

Paladin Advisory Group first reported a position in INTU in Q1 2022 and has held it in 14 quarters since. The position peaked at $67.7K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Paladin Advisory Group held 86 shares of Intuit worth $37.2K as of Q1 2026.
Paladin Advisory Group left its Intuit share count unchanged in Q1 2026.
Intuit made up 0.03% of Paladin Advisory Group's portfolio in Q1 2026, its #160 holding.
Paladin Advisory Group first reported a position in Intuit in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Intuit position peaked at $67.7K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.