Pine Harbor Wealth Management’s Intuit INTU Stock Holding History

Pine Harbor Wealth 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	-404	Closed	-$268K	–	108
2025 Q4	$268K	Hold	404	–	–	0.08%	83
2025 Q3	$276K	Hold	404	–	–	0.09%	84
2025 Q2	$319K	Hold	404	–	–	0.11%	74
2025 Q1	$248K	Buy	404 +1	+0.2%	+$601	0.1%	80
2024 Q4	$254K	Hold	403	–	–	0.1%	82
2024 Q3	$250K	Buy	403 +1	+0.2%	+$638	0.12%	85
2024 Q2	$265K	Hold	402	–	–	0.16%	77
2024 Q1	$261K	Buy	402 +1	+0.2%	+$638	0.16%	76
2023 Q4	$251K	Buy	+401	New	+$221K	0.19%	80

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

Pine Harbor Wealth Management's INTU Position: Q1 2026 in Review

Pine Harbor Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 404 shares — an estimated $268K sold.

Pine Harbor Wealth Management first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $319K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Pine Harbor Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Pine Harbor Wealth Management sold 404 Intuit shares in Q1 2026, an estimated $268K.
Pine Harbor Wealth Management first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
Pine Harbor Wealth Management's Intuit position peaked at $319K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.