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Soltis Investment Advisors’s Intuit INTU Stock Holding History

Soltis Investment 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 		$652K Sell
1,507
-11
-0.7% -$5.25K 0.04% 287
2025
Q4 		$1.01M Buy
1,518
+81
+6% +$53.5K 0.07% 215
2025
Q3 		$982K Buy
1,437
+762
+113% +$549K 0.07% 204
2025
Q2 		$532K Buy
675
+116
+21% +$78.5K 0.04% 248
2025
Q1 		$343K Buy
559
+104
+23% +$62.5K 0.03% 281
2024
Q4 		$286K Buy
455
+27
+6% +$17.3K 0.03% 292
2024
Q3 		$266K Buy
428
+52
+14% +$33.2K 0.03% 296
2024
Q2 		$247K Buy
+376
New +$233K 0.03% 289

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

Soltis Investment Advisors's INTU Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Intuit (INTU) stake by 0.72% in Q1 2026, selling an estimated $5.25K and leaving 1,507 shares worth $652K. The position accounts for 0.04% of the portfolio, ranked #287.

Soltis Investment Advisors first reported a position in INTU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Soltis Investment Advisors held 1,507 shares of Intuit worth $652K as of Q1 2026.
  • Soltis Investment Advisors sold 11 Intuit shares in Q1 2026, an estimated $5.25K.
  • Intuit made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #287 holding.
  • Soltis Investment Advisors first reported a position in Intuit in Q2 2024 and has held it in 8 quarters since.
  • Soltis Investment Advisors's Intuit position peaked at $1.01M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.