PCS
INTU icon

Personal CFO Solutions’s Intuit INTU Stock Holding History

Personal CFO Solutions’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 		$1.34M Buy
3,105
+422
+16% +$201K 0.19% 89
2025
Q4 		$1.78M Sell
2,683
-4
-0.1% -$2.64K 0.28% 58
2025
Q3 		$1.84M Buy
2,687
+687
+34% +$495K 0.32% 56
2025
Q2 		$1.58M Sell
2,000
-1,118
-36% -$757K 0.29% 64
2025
Q1 		$1.91M Buy
3,118
+170
+6% +$102K 0.39% 46
2024
Q4 		$1.85M Buy
2,948
+1,059
+56% +$677K 0.36% 52
2024
Q3 		$1.17M Sell
1,889
-363
-16% -$232K 0.16% 118
2024
Q2 		$1.48M Sell
2,252
-32
-1% -$19.8K 0.23% 83
2024
Q1 		$1.48M Buy
2,284
+23
+1% +$14.7K 0.23% 82
2023
Q4 		$1.41M Buy
2,261
+126
+6% +$69.5K 0.24% 78
2023
Q3 		$1.09M Buy
2,135
+43
+2% +$21.8K 0.22% 88
2023
Q2 		$959K Sell
2,092
-14
-0.7% -$6.13K 0.19% 104
2023
Q1 		$939K Sell
2,106
-2
-0.1% -$821 0.19% 98
2022
Q4 		$820K Sell
2,108
-64
-3% -$25.4K 0.17% 111
2022
Q3 		$841K Buy
2,172
+62
+3% +$26.8K 0.21% 92
2022
Q2 		$813K Sell
2,110
-357
-14% -$148K 0.19% 93
2022
Q1 		$1.19M Buy
2,467
+1,902
+337% +$974K 0.23% 87
2021
Q4 		$363K Sell
565
-97
-15% -$59.9K 0.07% 264
2021
Q3 		$357K Sell
662
-87
-12% -$46.9K 0.07% 246
2021
Q2 		$367K Buy
749
+70
+10% +$30.4K 0.08% 240
2021
Q1 		$260K Sell
679
-4
-0.6% -$1.54K 0.06% 303
2020
Q4 		$259K Sell
683
-127
-16% -$44.6K 0.06% 279
2020
Q3 		$0 Buy
810
+3
+0.4% +$939 ﹤0.01% 237
2020
Q2 		$239K Buy
+807
New +$221K 0.07% 249

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

Personal CFO Solutions's INTU Position: Q1 2026 in Review

Personal CFO Solutions increased its Intuit (INTU) stake by 16% in Q1 2026, buying an estimated $201K and bringing the position to 3,105 shares worth $1.34M. The position accounts for 0.19% of the portfolio, ranked #89.

Personal CFO Solutions first reported a position in INTU in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q1 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Personal CFO Solutions held 3,105 shares of Intuit worth $1.34M as of Q1 2026.
  • Personal CFO Solutions bought 422 Intuit shares in Q1 2026, an estimated $201K.
  • Intuit made up 0.19% of Personal CFO Solutions's portfolio in Q1 2026, its #89 holding.
  • Personal CFO Solutions first reported a position in Intuit in Q2 2020 and has held it in 24 quarters since.
  • Personal CFO Solutions's Intuit position peaked at $1.91M in Q1 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.