Pathstone Holdings
INTU icon

Pathstone Holdings’s Intuit INTU Stock Holding History

Pathstone Holdings’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 		$24.6M Buy
56,836
+3,155
+6% +$1.5M 0.1% 152
2025
Q4 		$35.6M Buy
53,681
+1,733
+3% +$1.15M 0.14% 110
2025
Q3 		$35.5M Sell
51,948
-322
-0.6% -$232K 0.14% 102
2025
Q2 		$41.2M Sell
52,270
-3,506
-6% -$2.37M 0.16% 84
2025
Q1 		$34.2M Buy
55,776
+97
+0.2% +$58.2K 0.15% 106
2024
Q4 		$35M Buy
55,679
+1,070
+2% +$684K 0.15% 89
2024
Q3 		$33.9M Buy
54,609
+330
+0.6% +$211K 0.15% 103
2024
Q2 		$35.7M Buy
54,279
+179
+0.3% +$111K 0.16% 93
2024
Q1 		$35.2M Buy
54,100
+10,683
+25% +$6.82M 0.16% 94
2023
Q4 		$28M Buy
+43,417
New +$23.9M 0.15% 104

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

Pathstone Holdings's INTU Position: Q1 2026 in Review

Pathstone Holdings increased its Intuit (INTU) stake by 5.9% in Q1 2026, buying an estimated $1.5M and bringing the position to 56,836 shares worth $24.6M. The position accounts for 0.1% of the portfolio, ranked #152.

Pathstone Holdings first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $41.2M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Pathstone Holdings held 56,836 shares of Intuit worth $24.6M as of Q1 2026.
  • Pathstone Holdings bought 3,155 Intuit shares in Q1 2026, an estimated $1.5M.
  • Intuit made up 0.1% of Pathstone Holdings's portfolio in Q1 2026, its #152 holding.
  • Pathstone Holdings first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Intuit position peaked at $41.2M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.