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Precision Wealth Strategies’s Intuit INTU Stock Holding History

Precision Wealth Strategies’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 		$409K Sell
945
-166
-15% -$79.2K 0.14% 134
2025
Q4 		$736K Buy
1,111
+44
+4% +$29.1K 0.24% 95
2025
Q3 		$729K Buy
1,067
+17
+2% +$12.3K 0.24% 90
2025
Q2 		$827K Buy
+1,050
New +$711K 0.27% 67

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

Precision Wealth Strategies's INTU Position: Q1 2026 in Review

Precision Wealth Strategies reduced its Intuit (INTU) stake by 15% in Q1 2026, selling an estimated $79.2K and leaving 945 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #134.

Precision Wealth Strategies first reported a position in INTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $827K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Precision Wealth Strategies held 945 shares of Intuit worth $409K as of Q1 2026.
  • Precision Wealth Strategies sold 166 Intuit shares in Q1 2026, an estimated $79.2K.
  • Intuit made up 0.14% of Precision Wealth Strategies's portfolio in Q1 2026, its #134 holding.
  • Precision Wealth Strategies first reported a position in Intuit in Q2 2025 and has held it in 4 quarters since.
  • Precision Wealth Strategies's Intuit position peaked at $827K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.