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Phoenix Financial’s Intuit INTU Stock Holding History

Phoenix 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 		$1.99M Sell
4,597
-2,445
-35% -$1.17M 0.02% 178
2025
Q4 		$4.66M Buy
7,042
+203
+3% +$134K 0.05% 135
2025
Q3 		$4.67M Sell
6,839
-7,022
-51% -$5.06M 0.06% 133
2025
Q2 		$10.9M Sell
13,861
-1,690
-11% -$1.14M 0.14% 81
2025
Q1 		$9.56M Buy
15,551
+10,700
+221% +$6.43M 0.15% 97
2024
Q4 		$3.05M Sell
4,851
-5,227
-52% -$3.34M 0.04% 170
2024
Q3 		$6.27M Sell
10,078
-1,467
-13% -$936K 0.09% 120
2024
Q2 		$7.54M Sell
11,545
-333
-3% -$207K 0.11% 104
2024
Q1 		$7.71M Buy
11,878
+9,734
+454% +$6.21M 0.11% 92
2023
Q4 		$1.34M Buy
2,144
+4
+0.2% +$2.21K 0.02% 209
2023
Q3 		$1.1M Sell
2,140
-3,234
-60% -$1.64M 0.02% 222
2023
Q2 		$2.45M Buy
5,374
+4,863
+952% +$2.13M 0.05% 143
2023
Q1 		$228K Buy
+511
New +$210K 0.01% 259
2021
Q2 		– Sell
-3,932
Closed -$1.5M – 360
2021
Q1 		$1.5M Sell
3,932
-363
-8% -$140K 0.03% 254
2020
Q4 		$1.62M Buy
4,295
+3,548
+475% +$1.25M 0.04% 194
2020
Q3 		$228K Hold
747
– – 0.01% 280
2020
Q2 		$203K Buy
+747
New +$205K 0.01% 293

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's INTU Position: Q1 2026 in Review

Phoenix Financial reduced its Intuit (INTU) stake by 35% in Q1 2026, selling an estimated $1.17M and leaving 4,597 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #178.

Phoenix Financial first reported a position in INTU in Q2 2020 and has held it in 17 quarters since. The position peaked at $10.9M in Q2 2025. 2,009 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Phoenix Financial held 4,597 shares of Intuit worth $1.99M as of Q1 2026.
  • Phoenix Financial sold 2,445 Intuit shares in Q1 2026, an estimated $1.17M.
  • Intuit made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #178 holding.
  • Phoenix Financial first reported a position in Intuit in Q2 2020 and has held it in 17 quarters since.
  • Phoenix Financial's Intuit position peaked at $10.9M in Q2 2025.
  • 2,009 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.