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Putney Financial Group’s Intuit INTU Stock Holding History

Putney Financial 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 		– Sell
-335
Closed -$222K – 86
2025
Q4 		$222K Hold
335
– – 0.21% 77
2025
Q3 		$229K Sell
335
-50
-13% -$36K 0.23% 71
2025
Q2 		$303K Sell
385
-32
-8% -$21.7K 0.31% 52
2025
Q1 		$256K Hold
417
– – 0.27% 59
2024
Q4 		$262K Buy
+417
New +$266K 0.23% 61

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

Putney Financial Group's INTU Position: Q1 2026 in Review

Putney Financial Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 335 shares — an estimated $222K sold.

Putney Financial Group first reported a position in INTU in Q4 2024 and held it in 5 quarters. The position peaked at $303K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Putney Financial Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Putney Financial Group sold 335 Intuit shares in Q1 2026, an estimated $222K.
  • Putney Financial Group first reported a position in Intuit in Q4 2024 and held it in 5 quarters.
  • Putney Financial Group's Intuit position peaked at $303K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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