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Shepherd Financial Partners’s Intuit INTU Stock Holding History

Shepherd Financial 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 		– Sell
-496
Closed -$329K – 244
2025
Q4 		$329K Hold
496
– – 0.03% 196
2025
Q3 		$339K Buy
496
+12
+2% +$8.65K 0.03% 194
2025
Q2 		$381K Buy
484
+10
+2% +$6.77K 0.04% 176
2025
Q1 		$291K Buy
474
+57
+14% +$34.2K 0.03% 193
2024
Q4 		$262K Buy
417
+5
+1% +$3.19K 0.03% 190
2024
Q3 		$256K Hold
412
– – 0.03% 194
2024
Q2 		$271K Sell
412
-6
-1% -$3.72K 0.03% 188
2024
Q1 		$272K Buy
418
+10
+2% +$6.38K 0.04% 190
2023
Q4 		$255K Buy
408
+9
+2% +$4.96K 0.04% 187
2023
Q3 		$204K Buy
+399
New +$202K 0.03% 185

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

Shepherd Financial Partners's INTU Position: Q1 2026 in Review

Shepherd Financial Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 496 shares — an estimated $329K sold.

Shepherd Financial Partners first reported a position in INTU in Q3 2023 and held it in 10 quarters. The position peaked at $381K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Shepherd Financial Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 496 Intuit shares in Q1 2026, an estimated $329K.
  • Shepherd Financial Partners first reported a position in Intuit in Q3 2023 and held it in 10 quarters.
  • Shepherd Financial Partners's Intuit position peaked at $381K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.