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Perfromance Wealth Partners’s Intuit INTU Stock Holding History

Perfromance Wealth Partners’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 		– Sell
-448
Closed -$297K – 214
2025
Q4 		$297K Buy
448
+7
+2% +$4.63K 0.01% 166
2025
Q3 		$301K Sell
441
-55
-11% -$39.6K 0.01% 167
2025
Q2 		$391K Sell
496
-140
-22% -$94.7K 0.01% 131
2025
Q1 		$390K Sell
636
-30
-5% -$18K 0.01% 115
2024
Q4 		$419K Sell
666
-56
-8% -$35.8K 0.01% 109
2024
Q3 		$448K Buy
+722
New +$461K 0.02% 111

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

Perfromance Wealth Partners's INTU Position: Q1 2026 in Review

Perfromance Wealth Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 448 shares — an estimated $297K sold.

Perfromance Wealth Partners first reported a position in INTU in Q3 2024 and held it in 6 quarters. The position peaked at $448K in Q3 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Perfromance Wealth Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Perfromance Wealth Partners sold 448 Intuit shares in Q1 2026, an estimated $297K.
  • Perfromance Wealth Partners first reported a position in Intuit in Q3 2024 and held it in 6 quarters.
  • Perfromance Wealth Partners's Intuit position peaked at $448K in Q3 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.