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SHP Wealth Management’s Intuit INTU Stock Holding History

SHP 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 		$120K Buy
277
+52
+23% +$24.8K 0.01% 356
2025
Q4 		$149K Buy
+225
New +$149K 0.01% 295

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Intuit (INTU) stake by 23% in Q1 2026, buying an estimated $24.8K and bringing the position to 277 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #356.

SHP Wealth Management first reported a position in INTU in Q4 2025 and has held it in 2 quarters since. The position peaked at $149K in Q4 2025. 2,010 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • SHP Wealth Management held 277 shares of Intuit worth $120K as of Q1 2026.
  • SHP Wealth Management bought 52 Intuit shares in Q1 2026, an estimated $24.8K.
  • Intuit made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #356 holding.
  • SHP Wealth Management first reported a position in Intuit in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Intuit position peaked at $149K in Q4 2025.
  • 2,010 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.