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Retirement Solution’s Intuit INTU Stock Holding History

Retirement Solution’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
-314
Closed -$208K – 63
2025
Q4 		$208K Hold
314
– – 0.05% 53
2025
Q3 		$214K Hold
314
– – 0.05% 40
2025
Q2 		$247K Buy
+314
New +$212K 0.06% 31
2024
Q3 		– Sell
-312
Closed -$205K – 60
2024
Q2 		$205K Sell
312
-3
-1% -$1.86K 0.06% 37
2024
Q1 		$205K Buy
+315
New +$201K 0.06% 37

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

Retirement Solution's INTU Position: Q1 2026 in Review

Retirement Solution sold out of Intuit (INTU) in Q1 2026, closing a stake of 314 shares — an estimated $208K sold.

Retirement Solution first reported a position in INTU in Q1 2024 and held it in 5 quarters. The position peaked at $247K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Retirement Solution reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Retirement Solution sold 314 Intuit shares in Q1 2026, an estimated $208K.
  • Retirement Solution first reported a position in Intuit in Q1 2024 and held it in 5 quarters.
  • Retirement Solution's Intuit position peaked at $247K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.