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Signature Estate & Investment Advisors’s Intuit INTU Stock Holding History

Signature Estate & Investment 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
-784
Closed -$519K – 658
2025
Q4 		$519K Sell
784
-7
-0.9% -$4.63K 0.01% 381
2025
Q3 		$540K Buy
791
+15
+2% +$10.8K 0.01% 370
2025
Q2 		$611K Buy
776
+43
+6% +$29.1K 0.01% 322
2025
Q1 		$450K Hold
733
– – 0.01% 364
2024
Q4 		$461K Sell
733
-657
-47% -$420K 0.01% 342
2024
Q3 		$863K Buy
1,390
+28
+2% +$17.9K 0.02% 222
2024
Q2 		$895K Buy
+1,362
New +$845K 0.02% 213

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

Signature Estate & Investment Advisors's INTU Position: Q1 2026 in Review

Signature Estate & Investment Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 784 shares — an estimated $519K sold.

Signature Estate & Investment Advisors first reported a position in INTU in Q2 2024 and held it in 7 quarters. The position peaked at $895K in Q2 2024. 2,006 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Signature Estate & Investment Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 784 Intuit shares in Q1 2026, an estimated $519K.
  • Signature Estate & Investment Advisors first reported a position in Intuit in Q2 2024 and held it in 7 quarters.
  • Signature Estate & Investment Advisors's Intuit position peaked at $895K in Q2 2024.
  • 2,006 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.