Pinnacle Wealth Management Advisory Group’s Intuit INTU Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$363K	Sell	839 -148	-15%	-$70.6K	0.02%	353
2025 Q4	$654K	Buy	987 +27	+3%	+$17.8K	0.05%	218
2025 Q3	$656K	Buy	960 +6	+0.6%	+$4.33K	0.05%	193
2025 Q2	$751K	Buy	954 +163	+21%	+$110K	0.06%	172
2025 Q1	$486K	Buy	791 +20	+3%	+$12K	0.05%	213
2024 Q4	$485K	Buy	771 +7	+0.9%	+$4.47K	0.05%	203
2024 Q3	$474K	Sell	764 -208	-21%	-$133K	0.05%	210
2024 Q2	$639K	Buy	972 +25	+3%	+$15.5K	0.07%	168
2024 Q1	$616K	Buy	947 +36	+4%	+$23K	0.07%	166
2023 Q4	$569K	Hold	911	–	–	0.07%	164
2023 Q3	$465K	Buy	911 +18	+2%	+$9.11K	0.06%	184
2023 Q2	$409K	Sell	893 -1	-0.1%	-$438	0.05%	204
2023 Q1	$398K	Sell	894 -45	-5%	-$18.5K	0.05%	199
2022 Q4	$365K	Buy	939 +74	+9%	+$29.4K	0.05%	204
2022 Q3	$335K	Buy	+865	New	+$374K	0.06%	204

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

Pinnacle Wealth Management Advisory Group's INTU Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Intuit (INTU) stake by 15% in Q1 2026, selling an estimated $70.6K and leaving 839 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #353.

Pinnacle Wealth Management Advisory Group first reported a position in INTU in Q3 2022 and has held it in 15 quarters since. The position peaked at $751K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 839 shares of Intuit worth $363K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 148 Intuit shares in Q1 2026, an estimated $70.6K.
Intuit made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #353 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Intuit in Q3 2022 and has held it in 15 quarters since.
Pinnacle Wealth Management Advisory Group's Intuit position peaked at $751K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.