Petix & Botte Financial’s Intuit INTU Stock Holding History

Petix & Botte Financial’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	-426	Closed	-$282K	–	139
2025 Q4	$282K	Hold	426	–	–	0.06%	112
2025 Q3	$291K	Buy	426 +26	+7%	+$18.7K	0.07%	112
2025 Q2	$315K	Hold	400	–	–	0.08%	105
2025 Q1	$246K	Hold	400	–	–	0.06%	114
2024 Q4	$251K	Hold	400	–	–	0.07%	115
2024 Q3	$248K	Hold	400	–	–	0.07%	108
2024 Q2	$263K	Buy	+400	New	+$248K	0.07%	104
2024 Q1	–	Sell	-400	Closed	-$250K	–	148
2023 Q4	$250K	Hold	400	–	–	0.07%	107
2023 Q3	$204K	Buy	+400	New	+$202K	0.06%	115
2021 Q4	–	Sell	-400	Closed	-$216K	–	93
2021 Q3	$216K	Buy	+400	New	+$216K	0.07%	110

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

Petix & Botte Financial's INTU Position: Q1 2026 in Review

Petix & Botte Financial sold out of Intuit (INTU) in Q1 2026, closing a stake of 426 shares — an estimated $282K sold.

Petix & Botte Financial first reported a position in INTU in Q3 2021 and held it in 10 quarters. The position peaked at $315K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Petix & Botte Financial reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Petix & Botte Financial sold 426 Intuit shares in Q1 2026, an estimated $282K.
Petix & Botte Financial first reported a position in Intuit in Q3 2021 and held it in 10 quarters.
Petix & Botte Financial's Intuit position peaked at $315K in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.