Peloton Wealth Strategists’s Intuit INTU Stock Holding History

Peloton Wealth Strategists’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	$1.97M	Sell	4,546 -950	-17%	-$453K	0.8%	50
2025 Q4	$3.64M	Buy	5,496 +1,197	+28%	+$791K	1.41%	25
2025 Q3	$2.94M	Sell	4,299 -163	-4%	-$117K	1.15%	31
2025 Q2	$3.51M	Buy	4,462 +48	+1%	+$32.5K	1.41%	26
2025 Q1	$2.71M	Buy	4,414 +15	+0.3%	+$9.01K	1.13%	34
2024 Q4	$2.77M	Buy	4,399 +738	+20%	+$472K	1.12%	34
2024 Q3	$2.27M	Buy	3,661 +3,240	+770%	+$2.07M	0.9%	43
2024 Q2	$277K	Buy	421 +14	+3%	+$8.68K	0.11%	86
2024 Q1	$265K	Buy	407 +10	+3%	+$6.38K	0.11%	87
2023 Q4	$248K	Buy	+397	New	+$219K	0.11%	91

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Peloton Wealth Strategists's INTU Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its Intuit (INTU) stake by 17% in Q1 2026, selling an estimated $453K and leaving 4,546 shares worth $1.97M. The position accounts for 0.8% of the portfolio, ranked #50.

Peloton Wealth Strategists first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.64M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Peloton Wealth Strategists held 4,546 shares of Intuit worth $1.97M as of Q1 2026.
Peloton Wealth Strategists sold 950 Intuit shares in Q1 2026, an estimated $453K.
Intuit made up 0.8% of Peloton Wealth Strategists's portfolio in Q1 2026, its #50 holding.
Peloton Wealth Strategists first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
Peloton Wealth Strategists's Intuit position peaked at $3.64M in Q4 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.