Silvercrest Asset Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.08M Sell
4,820
-7,631
-61% -$3.64M 0.02% 521
2025
Q4
$8.25M Buy
12,451
+749
+6% +$495K 0.06% 351
2025
Q3
$7.99M Buy
11,702
+3,036
+35% +$2.19M 0.05% 355
2025
Q2
$6.83M Sell
8,666
-21
-0.2% -$14.2K 0.05% 381
2025
Q1
$5.33M Buy
8,687
+608
+8% +$365K 0.04% 399
2024
Q4
$5.08M Buy
8,079
+352
+5% +$225K 0.03% 420
2024
Q3
$4.8M Sell
7,727
-203
-3% -$130K 0.03% 389
2024
Q2
$5.21M Sell
7,930
-2,839
-26% -$1.76M 0.04% 396
2024
Q1
$7M Buy
10,769
+1,468
+16% +$937K 0.05% 332
2023
Q4
$5.81M Buy
9,301
+2,451
+36% +$1.35M 0.04% 349
2023
Q3
$3.5M Sell
6,850
-2,402
-26% -$1.22M 0.03% 414
2023
Q2
$4.24M Buy
9,252
+1,939
+27% +$849K 0.03% 392
2023
Q1
$3.26M Buy
7,313
+504
+7% +$207K 0.02% 408
2022
Q4
$2.65M Buy
6,809
+1,651
+32% +$655K 0.02% 430
2022
Q3
$2M Buy
5,158
+441
+9% +$190K 0.02% 447
2022
Q2
$1.82M Hold
4,717
0.01% 482
2022
Q1
$2.27M Hold
4,717
0.01% 483
2021
Q4
$3.03M Sell
4,717
-4
-0.1% -$2.47K 0.02% 441
2021
Q3
$2.55M Sell
4,721
-1,002
-18% -$540K 0.02% 469
2021
Q2
$2.81M Sell
5,723
-639
-10% -$277K 0.02% 456
2021
Q1
$2.44M Buy
6,362
+339
+6% +$131K 0.02% 462
2020
Q4
$2.29M Hold
6,023
0.02% 453
2020
Q3
$1.97M Buy
6,023
+347
+6% +$109K 0.02% 454
2020
Q2
$1.68M Hold
5,676
0.01% 472
2020
Q1
$1.3M Buy
5,676
+629
+12% +$170K 0.01% 471
2019
Q4
$1.32M Hold
5,047
0.01% 509
2019
Q3
$1.34M Hold
5,047
0.01% 509
2019
Q2
$1.32M Buy
5,047
+66
+1% +$16.8K 0.01% 359
2019
Q1
$1.3M Sell
4,981
-601
-11% -$139K 0.01% 358
2018
Q4
$1.1M Hold
5,582
0.01% 340
2018
Q3
$1.27M Buy
5,582
+72
+1% +$15.5K 0.01% 340
2018
Q2
$1.13M Hold
5,510
0.01% 351
2018
Q1
$955K Buy
5,510
+300
+6% +$50.5K 0.01% 363
2017
Q4
$822K Buy
5,210
+3,155
+154% +$481K 0.01% 378
2017
Q3
$292K Buy
+2,055
New +$284K ﹤0.01% 477

Other funds holding INTU

Silvercrest Asset Management's INTU Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Intuit (INTU) stake by 61% in Q1 2026, selling an estimated $3.64M and leaving 4,820 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #521.

Silvercrest Asset Management first reported a position in INTU in Q3 2017 and has held it in 35 quarters since. The position peaked at $8.25M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Silvercrest Asset Management held 4,820 shares of Intuit worth $2.08M as of Q1 2026.
  • Silvercrest Asset Management sold 7,631 Intuit shares in Q1 2026, an estimated $3.64M.
  • Intuit made up 0.02% of Silvercrest Asset Management's portfolio in Q1 2026, its #521 holding.
  • Silvercrest Asset Management first reported a position in Intuit in Q3 2017 and has held it in 35 quarters since.
  • Silvercrest Asset Management's Intuit position peaked at $8.25M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.