Perennial Investment Advisors’s Intuit INTU Stock Holding History

Perennial Investment Advisors’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	$284K	Buy	656 +153	+30%	+$73K	0.02%	410
2025 Q4	$334K	Buy	503 +43	+9%	+$28.4K	0.03%	353
2025 Q3	$314K	Sell	460 -190	-29%	-$137K	0.03%	356
2025 Q2	$512K	Buy	650 +57	+10%	+$38.6K	0.05%	260
2025 Q1	$364K	Sell	593 -19	-3%	-$11.4K	0.04%	279
2024 Q4	$385K	Buy	612 +51	+9%	+$32.6K	0.05%	255
2024 Q3	$348K	Sell	561 -1	-0.2%	-$638	0.05%	264
2024 Q2	$369K	Buy	562 +6	+1%	+$3.72K	0.05%	246
2024 Q1	$361K	Sell	556 -7	-1%	-$4.47K	0.05%	225
2023 Q4	$352K	Sell	563 -5	-0.9%	-$2.76K	0.06%	215
2023 Q3	$290K	Sell	568 -4	-0.7%	-$2.02K	0.05%	246
2023 Q2	$262K	Buy	+572	New	+$250K	0.05%	276
2022 Q2	–	Sell	-455	Closed	-$219K	–	210
2022 Q1	$219K	Buy	455 +15	+3%	+$7.68K	0.07%	192
2021 Q4	$281K	Buy	440 +40	+10%	+$24.7K	0.09%	182
2021 Q3	$216K	Buy	+400	New	+$216K	0.08%	197

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

Perennial Investment Advisors's INTU Position: Q1 2026 in Review

Perennial Investment Advisors increased its Intuit (INTU) stake by 30% in Q1 2026, buying an estimated $73K and bringing the position to 656 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #410.

Perennial Investment Advisors first reported a position in INTU in Q3 2021 and has held it in 15 quarters since. The position peaked at $512K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Perennial Investment Advisors held 656 shares of Intuit worth $284K as of Q1 2026.
Perennial Investment Advisors bought 153 Intuit shares in Q1 2026, an estimated $73K.
Intuit made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #410 holding.
Perennial Investment Advisors first reported a position in Intuit in Q3 2021 and has held it in 15 quarters since.
Perennial Investment Advisors's Intuit position peaked at $512K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.