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Sandy Cove Advisors’s Intuit INTU Stock Holding History

Sandy Cove 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
-376
Closed -$249K – 150
2025
Q4 		$249K Buy
376
+24
+7% +$15.9K 0.07% 121
2025
Q3 		$240K Buy
352
+3
+0.9% +$2.16K 0.08% 123
2025
Q2 		$275K Sell
349
-18
-5% -$12.2K 0.1% 106
2025
Q1 		$225K Buy
367
+32
+10% +$19.2K 0.09% 111
2024
Q4 		$211K Buy
335
+10
+3% +$6.39K 0.08% 120
2024
Q3 		$202K Buy
+325
New +$207K 0.08% 120
2022
Q2 		– Sell
-259
Closed -$125K – 228
2022
Q1 		$125K Hold
259
– – 0.1% 111
2021
Q4 		$167K Buy
+259
New +$160K 0.14% 88

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sandy Cove Advisors's INTU Position: Q1 2026 in Review

Sandy Cove Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 376 shares — an estimated $249K sold.

Sandy Cove Advisors first reported a position in INTU in Q4 2021 and held it in 8 quarters. The position peaked at $275K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sandy Cove Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Sandy Cove Advisors sold 376 Intuit shares in Q1 2026, an estimated $249K.
  • Sandy Cove Advisors first reported a position in Intuit in Q4 2021 and held it in 8 quarters.
  • Sandy Cove Advisors's Intuit position peaked at $275K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sandy Cove Advisors's 13F filing for Q1 2026, filed 5 May 2026.