Pure Financial Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$702K Buy
1,623
+303
+23% +$145K 0.01% 269
2025
Q4
$874K Sell
1,320
-484
-27% -$320K 0.01% 232
2025
Q3
$1.23M Buy
1,804
+1,195
+196% +$861K 0.02% 191
2025
Q2
$480K Buy
609
+194
+47% +$131K 0.01% 299
2025
Q1
$255K Buy
415
+90
+28% +$54K 0.01% 337
2024
Q4
$204K Buy
+325
New +$208K ﹤0.01% 340

Other funds holding INTU

Pure Financial Advisors's INTU Position: Q1 2026 in Review

Pure Financial Advisors increased its Intuit (INTU) stake by 23% in Q1 2026, buying an estimated $145K and bringing the position to 1,623 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #269.

Pure Financial Advisors first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Pure Financial Advisors held 1,623 shares of Intuit worth $702K as of Q1 2026.
  • Pure Financial Advisors bought 303 Intuit shares in Q1 2026, an estimated $145K.
  • Intuit made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #269 holding.
  • Pure Financial Advisors first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Pure Financial Advisors's Intuit position peaked at $1.23M in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.