Perigon Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.88M | Sell |
4,349
-3,158
| -42% | -$1.51M | 0.03% | 389 |
|
|
2025
Q4 | $4.97M | Buy |
7,507
+1,360
| +22% | +$899K | 0.09% | 210 |
|
|
2025
Q3 | $4.2M | Buy |
6,147
+589
| +11% | +$425K | 0.09% | 227 |
|
|
2025
Q2 | $4.38M | Buy |
5,558
+316
| +6% | +$214K | 0.1% | 196 |
|
|
2025
Q1 | $3.22M | Buy |
5,242
+449
| +9% | +$270K | 0.08% | 235 |
|
|
2024
Q4 | $2.91M | Buy |
4,793
+162
| +3% | +$104K | 0.07% | 251 |
|
|
2024
Q3 | $2.88M | Buy |
4,631
+1,342
| +41% | +$857K | 0.08% | 237 |
|
|
2024
Q2 | $2.16M | Buy |
3,289
+540
| +20% | +$335K | 0.06% | 246 |
|
|
2024
Q1 | $1.79M | Buy |
2,749
+312
| +13% | +$199K | 0.05% | 267 |
|
|
2023
Q4 | $1.52M | Sell |
2,437
-99
| -4% | -$54.6K | 0.05% | 266 |
|
|
2023
Q3 | $1.3M | Buy |
2,536
+257
| +11% | +$130K | 0.05% | 263 |
|
|
2023
Q2 | $1.04M | Buy |
2,279
+210
| +10% | +$92K | 0.04% | 313 |
|
|
2023
Q1 | $922K | Sell |
2,069
-376
| -15% | -$154K | 0.05% | 281 |
|
|
2022
Q4 | $952K | Buy |
2,445
+139
| +6% | +$55.1K | 0.06% | 275 |
|
|
2022
Q3 | $893K | Buy |
2,306
+47
| +2% | +$20.3K | 0.08% | 219 |
|
|
2022
Q2 | $871K | Buy |
2,259
+320
| +17% | +$133K | 0.07% | 228 |
|
|
2022
Q1 | $932K | Buy |
1,939
+497
| +34% | +$254K | 0.07% | 246 |
|
|
2021
Q4 | $927K | Buy |
1,442
+343
| +31% | +$212K | 0.07% | 234 |
|
|
2021
Q3 | $593K | Buy |
1,099
+24
| +2% | +$12.9K | 0.05% | 277 |
|
|
2021
Q2 | $527K | Buy |
1,075
+8
| +0.7% | +$3.47K | 0.05% | 297 |
|
|
2021
Q1 | $409K | Buy |
1,067
+111
| +12% | +$42.7K | 0.04% | 332 |
|
|
2020
Q4 | $363K | Buy |
956
+51
| +6% | +$17.9K | 0.04% | 303 |
|
|
2020
Q3 | $295K | Sell |
905
-42
| -4% | -$13.1K | 0.04% | 301 |
|
|
2020
Q2 | $280K | Sell |
947
-52
| -5% | -$14.3K | 0.04% | 280 |
|
|
2020
Q1 | $252K | Buy |
+999
| New | +$270K | 0.05% | 267 |
|
|
2017
Q4 | – | Sell |
-235
| Closed | -$33K | – | 636 |
|
|
2017
Q3 | $33K | Hold |
235
| – | – | 0.01% | 394 |
|
|
2017
Q2 | $31K | Hold |
235
| – | – | 0.01% | 418 |
|
|
2017
Q1 | $27K | Hold |
235
| – | – | 0.01% | 438 |
|
|
2016
Q4 | $30K | Hold |
235
| – | – | 0.01% | 413 |
|
|
2016
Q3 | $26K | Hold |
235
| – | – | 0.01% | 372 |
|
|
2016
Q2 | $26K | Sell |
235
-2,000
| -89% | -$209K | 0.01% | 320 |
|
|
2016
Q1 | $24K | Hold |
2,235
| – | – | 0.01% | 225 |
|
|
2015
Q4 | $216K | Buy |
+2,235
| New | +$216K | 0.06% | 206 |
|
Other funds holding INTU
VCM
VPM
Perigon Wealth Management's INTU Position: Q1 2026 in Review
Perigon Wealth Management reduced its Intuit (INTU) stake by 42% in Q1 2026, selling an estimated $1.51M and leaving 4,349 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #389.
Perigon Wealth Management first reported a position in INTU in Q4 2015 and has held it in 33 quarters since. The position peaked at $4.97M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Perigon Wealth Management held 4,349 shares of Intuit worth $1.88M as of Q1 2026.
- Perigon Wealth Management sold 3,158 Intuit shares in Q1 2026, an estimated $1.51M.
- Intuit made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #389 holding.
- Perigon Wealth Management first reported a position in Intuit in Q4 2015 and has held it in 33 quarters since.
- Perigon Wealth Management's Intuit position peaked at $4.97M in Q4 2025.
- 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.