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Sendero Wealth Management’s Intuit INTU Stock Holding History

Sendero Wealth Management’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 		$5.12M Sell
11,845
-25
-0.2% -$11.9K 0.57% 30
2025
Q4 		$7.86M Sell
11,870
-1,582
-12% -$1.05M 0.87% 23
2025
Q3 		$9.19M Buy
13,452
+465
+4% +$335K 1.08% 17
2025
Q2 		$10.2M Sell
12,987
-1
-0% -$677 1.28% 15
2025
Q1 		$7.97M Buy
12,988
+5,253
+68% +$3.15M 1.11% 22
2024
Q4 		$4.86M Sell
7,735
-620
-7% -$396K 0.72% 33
2024
Q3 		$5.19M Buy
8,355
+223
+3% +$142K 0.82% 27
2024
Q2 		$5.34M Sell
8,132
-558
-6% -$346K 0.9% 25
2024
Q1 		$5.65M Sell
8,690
-847
-9% -$541K 0.97% 23
2023
Q4 		$5.96M Buy
9,537
+127
+1% +$70.1K 1.12% 19
2023
Q3 		$4.81M Buy
9,410
+331
+4% +$167K 1.03% 19
2023
Q2 		$4.16M Buy
9,079
+846
+10% +$370K 0.91% 20
2023
Q1 		$3.67M Buy
8,233
+1,182
+17% +$485K 1.12% 12
2022
Q4 		$2.74M Buy
7,051
+2,292
+48% +$909K 0.98% 12
2022
Q3 		$1.84M Sell
4,759
-39,629
-89% -$17.1M 0.77% 19
2022
Q2 		$1.35M Buy
44,388
+41,664
+1,530% +$17.3M 1.29% 20
2022
Q1 		$1.31M Sell
2,724
-1,416
-34% -$725K 0.6% 23
2021
Q4 		$2.66M Buy
+4,140
New +$2.56M 1.18% 14

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

Sendero Wealth Management's INTU Position: Q1 2026 in Review

Sendero Wealth Management reduced its Intuit (INTU) stake by 0.21% in Q1 2026, selling an estimated $11.9K and leaving 11,845 shares worth $5.12M. The position accounts for 0.57% of the portfolio, ranked #30.

Sendero Wealth Management first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.2M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sendero Wealth Management held 11,845 shares of Intuit worth $5.12M as of Q1 2026.
  • Sendero Wealth Management sold 25 Intuit shares in Q1 2026, an estimated $11.9K.
  • Intuit made up 0.57% of Sendero Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Sendero Wealth Management first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Sendero Wealth Management's Intuit position peaked at $10.2M in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.