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Quotient Wealth Partners’s Intuit INTU Stock Holding History

Quotient Wealth Partners’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 		$614K Sell
1,421
-456
-24% -$218K 0.02% 167
2025
Q4 		$1.24M Sell
1,877
-276
-13% -$182K 0.03% 103
2025
Q3 		$1.47M Sell
2,153
-157
-7% -$113K 0.04% 97
2025
Q2 		$1.82M Sell
2,310
-67
-3% -$45.3K 0.05% 82
2025
Q1 		$1.46M Sell
2,377
-64
-3% -$38.4K 0.05% 90
2024
Q4 		$1.53M Sell
2,441
-88
-3% -$56.2K 0.05% 81
2024
Q3 		$1.57M Buy
2,529
+36
+1% +$23K 0.05% 76
2024
Q2 		$1.64M Sell
2,493
-113
-4% -$70.1K 0.06% 72
2024
Q1 		$1.69M Buy
2,606
+8
+0.3% +$5.11K 0.06% 84
2023
Q4 		$1.62M Buy
+2,598
New +$1.43M 0.06% 91

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

Quotient Wealth Partners's INTU Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Intuit (INTU) stake by 24% in Q1 2026, selling an estimated $218K and leaving 1,421 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #167.

Quotient Wealth Partners first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.82M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Quotient Wealth Partners held 1,421 shares of Intuit worth $614K as of Q1 2026.
  • Quotient Wealth Partners sold 456 Intuit shares in Q1 2026, an estimated $218K.
  • Intuit made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #167 holding.
  • Quotient Wealth Partners first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Intuit position peaked at $1.82M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.