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Simon Quick Advisors’s Intuit INTU Stock Holding History

Simon Quick 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
-775
Closed -$513K – 394
2025
Q4 		$513K Buy
775
+104
+15% +$68.7K 0.02% 253
2025
Q3 		$458K Buy
671
+145
+28% +$105K 0.02% 277
2025
Q2 		$414K Sell
526
-1,810
-77% -$1.22M 0.02% 262
2025
Q1 		$1.43M Buy
2,336
+471
+25% +$283K 0.08% 110
2024
Q4 		$1.17M Buy
1,865
+202
+12% +$129K 0.07% 129
2024
Q3 		$1.03M Buy
1,663
+156
+10% +$99.6K 0.07% 148
2024
Q2 		$990K Buy
1,507
+8
+0.5% +$4.96K 0.07% 131
2024
Q1 		$974K Buy
1,499
+113
+8% +$72.1K 0.07% 129
2023
Q4 		$866K Buy
1,386
+51
+4% +$28.1K 0.08% 122
2023
Q3 		$682K Buy
1,335
+633
+90% +$320K 0.06% 140
2023
Q2 		$322K Buy
702
+23
+3% +$10.1K 0.03% 197
2023
Q1 		$303K Buy
+679
New +$279K 0.03% 208
2020
Q4 		– Sell
-215
Closed -$70K – 490
2020
Q3 		$70K Sell
215
-11
-5% -$3.44K 0.02% 161
2020
Q2 		$67K Sell
226
-5
-2% -$1.37K 0.03% 164
2020
Q1 		$53K Buy
231
+16
+7% +$4.33K 0.02% 180
2019
Q4 		$56K Hold
215
– – 0.02% 205
2019
Q3 		$57K Buy
215
+210
+4,200% +$57.8K 0.03% 164
2019
Q2 		$1.31K Sell
5
-270
-98% -$68.6K ﹤0.01% 399
2019
Q1 		$72K Hold
275
– – 0.03% 153
2018
Q4 		$54K Buy
275
+75
+38% +$15.6K 0.02% 175
2018
Q3 		$45K Sell
200
-175
-47% -$37.6K 0.02% 185
2018
Q2 		$76K Sell
375
-375
-50% -$71.9K 0.03% 143
2018
Q1 		$130K Buy
750
+375
+100% +$63.1K 0.05% 116
2017
Q4 		$63K Sell
375
-266
-41% -$40.5K 0.03% 200
2017
Q3 		$91K Buy
+641
New +$88.5K 0.03% 204

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Simon Quick Advisors's INTU Position: Q1 2026 in Review

Simon Quick Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 775 shares — an estimated $513K sold.

Simon Quick Advisors first reported a position in INTU in Q3 2017 and held it in 25 quarters. The position peaked at $1.43M in Q1 2025. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Simon Quick Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 775 Intuit shares in Q1 2026, an estimated $513K.
  • Simon Quick Advisors first reported a position in Intuit in Q3 2017 and held it in 25 quarters.
  • Simon Quick Advisors's Intuit position peaked at $1.43M in Q1 2025.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.