Parr McKnight Wealth Management Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.31M Buy
5,352
+1,271
+31% +$606K 0.3% 107
2025
Q4
$2.7M Buy
4,081
+140
+4% +$92.5K 0.35% 92
2025
Q3
$2.69M Buy
3,941
+115
+3% +$82.9K 0.35% 89
2025
Q2
$3.01M Sell
3,826
-20
-0.5% -$13.5K 0.41% 78
2025
Q1
$2.36M Buy
3,846
+139
+4% +$83.5K 0.34% 99
2024
Q4
$2.33M Buy
+3,707
New +$2.37M 0.33% 87

Other funds holding INTU

Parr McKnight Wealth Management Group's INTU Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its Intuit (INTU) stake by 31% in Q1 2026, buying an estimated $606K and bringing the position to 5,352 shares worth $2.31M. The position accounts for 0.3% of the portfolio, ranked #107.

Parr McKnight Wealth Management Group first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.01M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Parr McKnight Wealth Management Group held 5,352 shares of Intuit worth $2.31M as of Q1 2026.
  • Parr McKnight Wealth Management Group bought 1,271 Intuit shares in Q1 2026, an estimated $606K.
  • Intuit made up 0.3% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #107 holding.
  • Parr McKnight Wealth Management Group first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Parr McKnight Wealth Management Group's Intuit position peaked at $3.01M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.