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Private Advisory Group’s Intuit INTU Stock Holding History

Private 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 		$11.3M Buy
+26,142
New +$12.5M 0.74% 40
2022
Q1 		– Sell
-506
Closed -$325K – 180
2021
Q4 		$325K Buy
+506
New +$312K 0.06% 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

Private Advisory Group's INTU Position: Q1 2026 in Review

Private Advisory Group opened a new position in Intuit (INTU) in Q1 2026: 26,142 shares worth $11.3M. The stake represents 0.74% of the portfolio and ranks #40 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in INTU as recently as Q4 2021.

Private Advisory Group first reported a position in INTU in Q4 2021 and has held it in 2 quarters since. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Private Advisory Group held 26,142 shares of Intuit worth $11.3M as of Q1 2026.
  • Intuit was a new Private Advisory Group position in Q1 2026.
  • Intuit made up 0.74% of Private Advisory Group's portfolio in Q1 2026, its #40 holding.
  • Private Advisory Group first reported a position in Intuit in Q4 2021 and has held it in 2 quarters since.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.