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Paragon Private Wealth Management’s Intuit INTU Stock Holding History

Paragon Private 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 		– Sell
-489
Closed -$324K – 222
2025
Q4 		$324K Buy
489
+57
+13% +$37.7K 0.1% 178
2025
Q3 		$295K Buy
+432
New +$311K 0.1% 183

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

Paragon Private Wealth Management's INTU Position: Q1 2026 in Review

Paragon Private Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 489 shares — an estimated $324K sold.

Paragon Private Wealth Management first reported a position in INTU in Q3 2025 and held it in 2 quarters. The position peaked at $324K in Q4 2025. 2,006 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Paragon Private Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Paragon Private Wealth Management sold 489 Intuit shares in Q1 2026, an estimated $324K.
  • Paragon Private Wealth Management first reported a position in Intuit in Q3 2025 and held it in 2 quarters.
  • Paragon Private Wealth Management's Intuit position peaked at $324K in Q4 2025.
  • 2,006 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.