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Quantum Financial Advisors’s Intuit INTU Stock Holding History

Quantum Financial Advisors’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
-355
Closed -$235K – 244
2025
Q4 		$235K Buy
355
+3
+0.9% +$1.98K 0.03% 186
2025
Q3 		$240K Hold
352
– – 0.03% 165
2025
Q2 		$277K Sell
352
-25
-7% -$16.9K 0.04% 139
2025
Q1 		$231K Sell
377
-15
-4% -$9.01K 0.03% 154
2024
Q4 		$246K Hold
392
– – 0.04% 150
2024
Q3 		$243K Hold
392
– – 0.04% 150
2024
Q2 		$257K Hold
392
– – 0.05% 133
2024
Q1 		$255K Sell
392
-9
-2% -$5.75K 0.05% 138
2023
Q4 		$250K Buy
401
+7
+2% +$3.86K 0.06% 99
2023
Q3 		$201K Buy
+394
New +$199K 0.06% 113

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

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

Quantum Financial Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 355 shares — an estimated $235K sold.

Quantum Financial Advisors first reported a position in INTU in Q3 2023 and held it in 10 quarters. The position peaked at $277K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Quantum Financial Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 355 Intuit shares in Q1 2026, an estimated $235K.
  • Quantum Financial Advisors first reported a position in Intuit in Q3 2023 and held it in 10 quarters.
  • Quantum Financial Advisors's Intuit position peaked at $277K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Quantum Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.