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Simplicity Wealth’s Intuit INTU Stock Holding History

Simplicity Wealth’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 		$590K Buy
1,363
+196
+17% +$93.5K 0.03% 416
2025
Q4 		$773K Buy
1,167
+139
+14% +$91.9K 0.05% 333
2025
Q3 		$702K Sell
1,028
-592
-37% -$427K 0.04% 374
2025
Q2 		$1.28M Buy
1,620
+1,096
+209% +$742K 0.05% 286
2025
Q1 		$322K Sell
524
-44
-8% -$26.4K 0.03% 413
2024
Q4 		$357K Sell
568
-19
-3% -$12.1K 0.07% 205
2024
Q3 		$365K Sell
587
-4,472
-88% -$2.85M 0.03% 355
2024
Q2 		$3.32M Sell
5,059
-205
-4% -$127K 0.08% 253
2024
Q1 		$3.42M Buy
+5,264
New +$3.36M 0.08% 244

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

Simplicity Wealth's INTU Position: Q1 2026 in Review

Simplicity Wealth increased its Intuit (INTU) stake by 17% in Q1 2026, buying an estimated $93.5K and bringing the position to 1,363 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #416.

Simplicity Wealth first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.42M in Q1 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Simplicity Wealth held 1,363 shares of Intuit worth $590K as of Q1 2026.
  • Simplicity Wealth bought 196 Intuit shares in Q1 2026, an estimated $93.5K.
  • Intuit made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #416 holding.
  • Simplicity Wealth first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Intuit position peaked at $3.42M in Q1 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.