PWP
INTU icon

Principle Wealth Partners’s Intuit INTU Stock Holding History

Principle Wealth Partners’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 		$517K Sell
1,197
-220
-16% -$105K 0.03% 236
2025
Q4 		$939K Buy
1,417
+31
+2% +$20.5K 0.05% 172
2025
Q3 		$947K Buy
1,386
+7
+0.5% +$5.05K 0.06% 171
2025
Q2 		$1.09M Buy
1,379
+51
+4% +$34.5K 0.07% 155
2025
Q1 		$816K Hold
1,328
– – 0.06% 174
2024
Q4 		$835K Buy
1,328
+118
+10% +$75.4K 0.06% 170
2024
Q3 		$751K Buy
1,210
+1
+0.1% +$638 0.05% 185
2024
Q2 		$795K Buy
1,209
+1
+0.1% +$620 0.06% 173
2024
Q1 		$785K Sell
1,208
-2
-0.2% -$1.28K 0.06% 177
2023
Q4 		$756K Hold
1,210
– – 0.07% 175
2023
Q3 		$618K Buy
1,210
+1
+0.1% +$506 0.06% 182
2023
Q2 		$554K Buy
1,209
+6
+0.5% +$2.63K 0.06% 189
2023
Q1 		$536K Buy
1,203
+1
+0.1% +$411 0.06% 189
2022
Q4 		$468K Hold
1,202
– – 0.05% 201
2022
Q3 		$466 Buy
1,202
+100
+9% +$43.2K 0.04% 187
2022
Q2 		$425K Sell
1,102
-200
-15% -$82.8K 0.05% 207
2022
Q1 		$626K Buy
1,302
+200
+18% +$102K 0.07% 178
2021
Q4 		$709K Buy
1,102
+102
+10% +$63K 0.07% 168
2021
Q3 		$540K Hold
1,000
– – 0.06% 185
2021
Q2 		$490K Hold
1,000
– – 0.06% 201
2021
Q1 		$383K Buy
1,000
+100
+11% +$38.5K 0.04% 215
2020
Q4 		$342K Hold
900
– – 0.05% 213
2020
Q3 		$294K Sell
900
-26
-3% -$8.13K 0.08% 125
2020
Q2 		$274K Buy
926
+26
+3% +$7.13K 0.08% 125
2020
Q1 		$207K Hold
900
– – 0.08% 130
2019
Q4 		$236K Hold
900
– – 0.08% 149
2019
Q3 		$239K Hold
900
– – 0.08% 147
2019
Q2 		$235K Hold
900
– – 0.12% 123
2019
Q1 		$235K Buy
+900
New +$208K 0.13% 114

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

Principle Wealth Partners's INTU Position: Q1 2026 in Review

Principle Wealth Partners reduced its Intuit (INTU) stake by 16% in Q1 2026, selling an estimated $105K and leaving 1,197 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #236.

Principle Wealth Partners first reported a position in INTU in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.09M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Principle Wealth Partners held 1,197 shares of Intuit worth $517K as of Q1 2026.
  • Principle Wealth Partners sold 220 Intuit shares in Q1 2026, an estimated $105K.
  • Intuit made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #236 holding.
  • Principle Wealth Partners first reported a position in Intuit in Q1 2019 and has held it in 29 quarters since.
  • Principle Wealth Partners's Intuit position peaked at $1.09M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.