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Quadrant Private Wealth Management’s Intuit INTU Stock Holding History

Quadrant Private Wealth 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 		– Sell
-338
Closed -$224K – 294
2025
Q4 		$224K Buy
+338
New +$223K 0.04% 250
2024
Q4 		– Sell
-385
Closed -$239K – 248
2024
Q3 		$239K Buy
385
+29
+8% +$18.5K 0.06% 210
2024
Q2 		$234K Buy
356
+11
+3% +$6.82K 0.05% 217
2024
Q1 		$224K Sell
345
-11
-3% -$7.02K 0.06% 209
2023
Q4 		$223K Buy
+356
New +$196K 0.06% 203

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

Quadrant Private Wealth Management's INTU Position: Q1 2026 in Review

Quadrant Private Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 338 shares — an estimated $224K sold.

Quadrant Private Wealth Management first reported a position in INTU in Q4 2023 and held it in 5 quarters. The position peaked at $239K in Q3 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Quadrant Private Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 338 Intuit shares in Q1 2026, an estimated $224K.
  • Quadrant Private Wealth Management first reported a position in Intuit in Q4 2023 and held it in 5 quarters.
  • Quadrant Private Wealth Management's Intuit position peaked at $239K in Q3 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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