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Private Wealth Asset Management’s Intuit INTU Stock Holding History

Private Wealth Asset Management’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 		$57.1K Sell
132
-1
-0.8% -$477 0.01% 411
2025
Q4 		$88.1K Sell
133
-30
-18% -$19.8K 0.01% 346
2025
Q3 		$111K Sell
163
-8
-5% -$5.77K 0.01% 297
2025
Q2 		$135K Sell
171
-17
-9% -$11.5K 0.02% 278
2025
Q1 		$115K Buy
+188
New +$113K 0.02% 287

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 Wealth Asset Management's INTU Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Intuit (INTU) stake by 0.75% in Q1 2026, selling an estimated $477 and leaving 132 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #411.

Private Wealth Asset Management first reported a position in INTU in Q1 2025 and has held it in 5 quarters since. The position peaked at $135K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Private Wealth Asset Management held 132 shares of Intuit worth $57.1K as of Q1 2026.
  • Private Wealth Asset Management sold 1 Intuit share in Q1 2026, an estimated $477.
  • Intuit made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #411 holding.
  • Private Wealth Asset Management first reported a position in Intuit in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Intuit position peaked at $135K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.