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Scholtz & Company’s Intuit INTU Stock Holding History

Scholtz & Company’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
-9,611
Closed -$6.37M – 53
2025
Q4 		$6.37M Buy
9,611
+1,603
+20% +$1.06M 2.76% 11
2025
Q3 		$5.47M Buy
8,008
+240
+3% +$173K 2.4% 12
2025
Q2 		$6.12M Buy
7,768
+628
+9% +$425K 2.69% 12
2025
Q1 		$4.38M Buy
7,140
+317
+5% +$190K 2.17% 20
2024
Q4 		$4.29M Sell
6,823
-60
-0.9% -$38.3K 2.05% 17
2024
Q3 		$4.27M Sell
6,883
-30
-0.4% -$19.1K 2.02% 19
2024
Q2 		$4.54M Sell
6,913
-163
-2% -$101K 1.93% 21
2024
Q1 		$4.6M Buy
7,076
+262
+4% +$167K 2.03% 18
2023
Q4 		$4.26M Buy
6,814
+71
+1% +$39.2K 2.11% 15
2023
Q3 		$3.44M Buy
+6,743
New +$3.41M 2.27% 17

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

Scholtz & Company's INTU Position: Q1 2026 in Review

Scholtz & Company sold out of Intuit (INTU) in Q1 2026, closing a stake of 9,611 shares — an estimated $6.37M sold.

Scholtz & Company first reported a position in INTU in Q3 2023 and held it in 10 quarters. The position peaked at $6.37M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Scholtz & Company reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Scholtz & Company sold 9,611 Intuit shares in Q1 2026, an estimated $6.37M.
  • Scholtz & Company first reported a position in Intuit in Q3 2023 and held it in 10 quarters.
  • Scholtz & Company's Intuit position peaked at $6.37M in Q4 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.