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Signature Wealth Management Group’s Intuit INTU Stock Holding History

Signature Wealth Management Group’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 		$316K Sell
731
-2,533
-78% -$1.21M 0.12% 112
2025
Q4 		$2.16M Buy
3,264
+97
+3% +$64.1K 0.88% 47
2025
Q3 		$2.16M Sell
3,167
-52
-2% -$37.5K 0.84% 48
2025
Q2 		$2.54M Buy
3,219
+22
+0.7% +$14.9K 1% 40
2025
Q1 		$1.96M Buy
3,197
+134
+4% +$80.5K 0.76% 51
2024
Q4 		$1.93M Buy
3,063
+184
+6% +$118K 0.77% 52
2024
Q3 		$1.79M Buy
2,879
+65
+2% +$41.5K 0.72% 51
2024
Q2 		$1.85M Buy
2,814
+67
+2% +$41.6K 0.81% 48
2024
Q1 		$1.66M Sell
2,747
-49
-2% -$31.3K 0.76% 46
2023
Q4 		$1.75M Buy
+2,796
New +$1.54M 0.81% 40
2023
Q2 		$1.31M Sell
2,852
-163
-5% -$71.4K 0.61% 57
2023
Q1 		$1.34M Sell
3,015
-826
-22% -$339K 0.64% 53
2022
Q4 		$1.5M Sell
3,841
-555
-13% -$220K 0.73% 49
2022
Q3 		$1.7M Sell
4,396
-248
-5% -$107K 0.87% 49
2022
Q2 		$1.79M Buy
+4,644
New +$1.92M 0.87% 53

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

Signature Wealth Management Group reduced its Intuit (INTU) stake by 78% in Q1 2026, selling an estimated $1.21M and leaving 731 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #112.

Signature Wealth Management Group first reported a position in INTU in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.54M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Signature Wealth Management Group held 731 shares of Intuit worth $316K as of Q1 2026.
  • Signature Wealth Management Group sold 2,533 Intuit shares in Q1 2026, an estimated $1.21M.
  • Intuit made up 0.12% of Signature Wealth Management Group's portfolio in Q1 2026, its #112 holding.
  • Signature Wealth Management Group first reported a position in Intuit in Q2 2022 and has held it in 15 quarters since.
  • Signature Wealth Management Group's Intuit position peaked at $2.54M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.