PWMG
INTU icon

Prestige Wealth Management Group’s Intuit INTU Stock Holding History

Prestige Wealth Management 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 		$317K Sell
733
-22
-3% -$10.5K 0.06% 136
2025
Q4 		$500K Buy
755
+30
+4% +$19.8K 0.1% 103
2025
Q3 		$495K Buy
725
+24
+3% +$17.3K 0.1% 108
2025
Q2 		$552K Buy
701
+1
+0.1% +$677 0.11% 99
2025
Q1 		$430K Buy
700
+4
+0.6% +$2.4K 0.09% 107
2024
Q4 		$437K Buy
696
+1
+0.1% +$639 0.09% 109
2024
Q3 		$432K Sell
695
-6
-0.9% -$3.83K 0.09% 109
2024
Q2 		$461K Sell
701
-21
-3% -$13K 0.1% 93
2024
Q1 		$469K Buy
722
+1
+0.1% +$638 0.1% 95
2023
Q4 		$451K Buy
721
+57
+9% +$31.4K 0.1% 92
2023
Q3 		$339K Buy
664
+7
+1% +$3.54K 0.08% 100
2023
Q2 		$301K Sell
657
-20
-3% -$8.76K 0.07% 117
2023
Q1 		$302K Sell
677
-335
-33% -$138K 0.08% 119
2022
Q4 		$394K Buy
1,012
+425
+72% +$169K 0.1% 92
2022
Q3 		$227K Buy
587
+57
+11% +$24.6K 0.06% 127
2022
Q2 		$205K Buy
530
+424
+400% +$176K 0.06% 132
2022
Q1 		$51K Buy
106
+1
+1% +$512 0.01% 240
2021
Q4 		$68K Hold
105
– – 0.02% 237
2021
Q3 		$57K Buy
105
+3
+3% +$1.62K 0.01% 242
2021
Q2 		$50K Hold
102
– – 0.01% 247
2021
Q1 		$39K Hold
102
– – 0.01% 273
2020
Q4 		$39K Hold
102
– – 0.01% 272
2020
Q3 		$33K Hold
102
– – 0.01% 296
2020
Q2 		$30K Sell
102
-172
-63% -$47.2K 0.01% 281
2020
Q1 		$62K Buy
274
+271
+9,033% +$73.4K 0.03% 158
2019
Q4 		$1K Buy
+3
New +$784 ﹤0.01% 536
2019
Q1 		– Sell
-150
Closed -$30K – 807
2018
Q4 		$30K Buy
+150
New +$31.2K 0.02% 248

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

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

Prestige Wealth Management Group reduced its Intuit (INTU) stake by 2.9% in Q1 2026, selling an estimated $10.5K and leaving 733 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #136.

Prestige Wealth Management Group first reported a position in INTU in Q4 2018 and has held it in 27 quarters since. The position peaked at $552K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Prestige Wealth Management Group held 733 shares of Intuit worth $317K as of Q1 2026.
  • Prestige Wealth Management Group sold 22 Intuit shares in Q1 2026, an estimated $10.5K.
  • Intuit made up 0.06% of Prestige Wealth Management Group's portfolio in Q1 2026, its #136 holding.
  • Prestige Wealth Management Group first reported a position in Intuit in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Intuit position peaked at $552K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.