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Patrick M. Sweeney & Associates’s Intuit INTU Stock Holding History

Patrick M. Sweeney & Associates’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 		$233K Buy
538
+45
+9% +$21.5K 0.15% 151
2025
Q4 		$327K Buy
493
+61
+14% +$40.3K 0.2% 114
2025
Q3 		$295K Buy
432
+31
+8% +$22.3K 0.19% 123
2025
Q2 		$313K Hold
401
– – 0.22% 115
2025
Q1 		$246K Hold
401
– – 0.18% 130
2024
Q4 		$252K Buy
401
+45
+13% +$28.8K 0.19% 125
2024
Q3 		$221K Buy
356
+51
+17% +$32.6K 0.16% 138
2024
Q2 		$200K Buy
+305
New +$189K 0.16% 139

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

Patrick M. Sweeney & Associates's INTU Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Intuit (INTU) stake by 9.1% in Q1 2026, buying an estimated $21.5K and bringing the position to 538 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #151.

Patrick M. Sweeney & Associates first reported a position in INTU in Q2 2024 and has held it in 8 quarters since. The position peaked at $327K in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Patrick M. Sweeney & Associates held 538 shares of Intuit worth $233K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 45 Intuit shares in Q1 2026, an estimated $21.5K.
  • Intuit made up 0.15% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #151 holding.
  • Patrick M. Sweeney & Associates first reported a position in Intuit in Q2 2024 and has held it in 8 quarters since.
  • Patrick M. Sweeney & Associates's Intuit position peaked at $327K in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.