SMART Wealth’s Intuit INTU Stock Holding History

SMART 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	–	Sell	-370	Closed	-$245K	–	218
2025 Q4	$245K	Sell	370 -158	-30%	-$104K	0.07%	163
2025 Q3	$361K	Sell	528 -165	-24%	-$119K	0.14%	101
2025 Q2	$546K	Buy	+693	New	+$469K	0.17%	103

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SMART Wealth's INTU Position: Q1 2026 in Review

SMART Wealth sold out of Intuit (INTU) in Q1 2026, closing a stake of 370 shares — an estimated $245K sold.

SMART Wealth first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $546K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

SMART Wealth reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 370 Intuit shares in Q1 2026, an estimated $245K.
SMART Wealth first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
SMART Wealth's Intuit position peaked at $546K in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.