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Sagespring Wealth Partners’s Intuit INTU Stock Holding History

Sagespring 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 		$1.76M Sell
4,065
-98
-2% -$46.7K 0.03% 210
2025
Q4 		$2.76M Buy
4,163
+428
+11% +$283K 0.05% 161
2025
Q3 		$2.55M Sell
3,735
-152
-4% -$110K 0.05% 159
2025
Q2 		$3.06M Buy
3,887
+675
+21% +$457K 0.07% 142
2025
Q1 		$1.97M Buy
3,212
+878
+38% +$527K 0.05% 157
2024
Q4 		$1.47M Buy
+2,334
New +$1.49M 0.04% 170

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

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

Sagespring Wealth Partners reduced its Intuit (INTU) stake by 2.4% in Q1 2026, selling an estimated $46.7K and leaving 4,065 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #210.

Sagespring Wealth Partners first reported a position in INTU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.06M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sagespring Wealth Partners held 4,065 shares of Intuit worth $1.76M as of Q1 2026.
  • Sagespring Wealth Partners sold 98 Intuit shares in Q1 2026, an estimated $46.7K.
  • Intuit made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #210 holding.
  • Sagespring Wealth Partners first reported a position in Intuit in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Intuit position peaked at $3.06M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.