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Pin Oak Investment Advisors’s Intuit INTU Stock Holding History

Pin Oak Investment Advisors’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 		$0 Sell
1
-118
-99% -$56.3K ﹤0.01% 502
2025
Q4 		$53K Buy
119
+71
+148% +$46.9K 0.04% 211
2025
Q3 		$32.8K Buy
+48
New +$34.6K 0.02% 247
2024
Q1 		– Sell
-14
Closed -$9K – 464
2023
Q4 		$9K Buy
+14
New +$7.72K 0.01% 343

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

Pin Oak Investment Advisors's INTU Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its Intuit (INTU) stake by 99% in Q1 2026, selling an estimated $56.3K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Pin Oak Investment Advisors first reported a position in INTU in Q4 2023 and has held it in 4 quarters since. The position peaked at $53K in Q4 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Pin Oak Investment Advisors held 1 share of Intuit worth $0 as of Q1 2026.
  • Pin Oak Investment Advisors sold 118 Intuit shares in Q1 2026, an estimated $56.3K.
  • Intuit made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #502 holding.
  • Pin Oak Investment Advisors first reported a position in Intuit in Q4 2023 and has held it in 4 quarters since.
  • Pin Oak Investment Advisors's Intuit position peaked at $53K in Q4 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.