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Papamarkou Wellner Asset Management’s Intuit INTU Stock Holding History

Papamarkou Wellner Asset 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 		$817K Sell
1,889
-636
-25% -$303K 0.5% 44
2025
Q4 		$1.67M Buy
2,525
+64
+3% +$42.3K 1.01% 32
2025
Q3 		$1.68M Hold
2,461
– – 1.04% 33
2025
Q2 		$1.94M Sell
2,461
-139
-5% -$94.1K 1.28% 27
2025
Q1 		$1.6M Sell
2,600
-550
-17% -$330K 1.11% 34
2024
Q4 		$1.68M Buy
+3,150
New +$2.01M 1.15% 31

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

Papamarkou Wellner Asset Management's INTU Position: Q1 2026 in Review

Papamarkou Wellner Asset Management reduced its Intuit (INTU) stake by 25% in Q1 2026, selling an estimated $303K and leaving 1,889 shares worth $817K. The position accounts for 0.5% of the portfolio, ranked #44.

Papamarkou Wellner Asset Management first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Papamarkou Wellner Asset Management held 1,889 shares of Intuit worth $817K as of Q1 2026.
  • Papamarkou Wellner Asset Management sold 636 Intuit shares in Q1 2026, an estimated $303K.
  • Intuit made up 0.5% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #44 holding.
  • Papamarkou Wellner Asset Management first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Papamarkou Wellner Asset Management's Intuit position peaked at $1.94M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.