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Resurgent Financial Advisors’s Intuit INTU Stock Holding History

Resurgent 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 		$2.36M Buy
+5,466
New +$2.61M 0.85% 28
2024
Q1 		– Sell
-163
Closed -$102K – 332
2023
Q4 		$102K Buy
163
+2
+1% +$1.1K 0.06% 244
2023
Q3 		$82.3K Sell
161
-13
-7% -$6.58K 0.06% 252
2023
Q2 		$79.7K Buy
174
+5
+3% +$2.19K 0.05% 265
2023
Q1 		$75.3K Sell
169
-34
-17% -$14K 0.05% 267
2022
Q4 		$79K Buy
+203
New +$80.5K 0.04% 344

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

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

Resurgent Financial Advisors opened a new position in Intuit (INTU) in Q1 2026: 5,466 shares worth $2.36M. The stake represents 0.85% of the portfolio and ranks #28 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in INTU as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in INTU in Q4 2022 and has held it in 6 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Resurgent Financial Advisors held 5,466 shares of Intuit worth $2.36M as of Q1 2026.
  • Intuit was a new Resurgent Financial Advisors position in Q1 2026.
  • Intuit made up 0.85% of Resurgent Financial Advisors's portfolio in Q1 2026, its #28 holding.
  • Resurgent Financial Advisors first reported a position in Intuit in Q4 2022 and has held it in 6 quarters since.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.