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Regal Investment Advisors’s Intuit INTU Stock Holding History

Regal Investment 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
-1,397
Closed -$926K – 667
2025
Q4 		$926K Buy
+1,397
New +$923K 0.06% 295
2013
Q3 		– Sell
-342
Closed -$21K – 906
2013
Q2 		$21K Buy
+342
New +$20.7K 0.01% 451

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

Regal Investment Advisors's INTU Position: Q1 2026 in Review

Regal Investment Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 1,397 shares — an estimated $926K sold.

Regal Investment Advisors first reported a position in INTU in Q2 2013 and held it in 2 quarters. The position peaked at $926K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Regal Investment Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 1,397 Intuit shares in Q1 2026, an estimated $926K.
  • Regal Investment Advisors first reported a position in Intuit in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Intuit position peaked at $926K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.