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Physicians Financial Services’s Intuit INTU Stock Holding History

Physicians Financial Services’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
-381
Closed -$252K – 110
2025
Q4 		$252K Sell
381
-25
-6% -$16.5K 0.07% 97
2025
Q3 		$277K Hold
406
– – 0.08% 97
2025
Q2 		$320K Buy
406
+75
+23% +$50.8K 0.1% 93
2025
Q1 		$203K Buy
+331
New +$199K 0.06% 107
2016
Q1 		– Sell
-300
Closed -$29K – 304
2015
Q4 		$29K Buy
+300
New +$29K 0.03% 184

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

Physicians Financial Services's INTU Position: Q1 2026 in Review

Physicians Financial Services sold out of Intuit (INTU) in Q1 2026, closing a stake of 381 shares — an estimated $252K sold.

Physicians Financial Services first reported a position in INTU in Q4 2015 and held it in 5 quarters. The position peaked at $320K in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Physicians Financial Services reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Physicians Financial Services sold 381 Intuit shares in Q1 2026, an estimated $252K.
  • Physicians Financial Services first reported a position in Intuit in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Intuit position peaked at $320K in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Physicians Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.