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Phillips Financial Management’s Intuit INTU Stock Holding History

Phillips Financial Management’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
-306
Closed -$203K – 303
2025
Q4 		$203K Buy
306
+10
+3% +$6.61K 0.01% 204
2025
Q3 		$202K Buy
296
+6
+2% +$4.33K 0.01% 209
2025
Q2 		$228K Buy
+290
New +$196K 0.02% 174

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

Phillips Financial Management's INTU Position: Q1 2026 in Review

Phillips Financial Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 306 shares — an estimated $203K sold.

Phillips Financial Management first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $228K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Phillips Financial Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 306 Intuit shares in Q1 2026, an estimated $203K.
  • Phillips Financial Management first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
  • Phillips Financial Management's Intuit position peaked at $228K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.