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Sound View Wealth Advisors Group’s Intuit INTU Stock Holding History

Sound View Wealth Advisors Group’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 		$260K Sell
601
-154
-20% -$73.5K 0.02% 367
2025
Q4 		$500K Sell
755
-144
-16% -$95.2K 0.03% 270
2025
Q3 		$614K Sell
899
-25
-3% -$18K 0.04% 249
2025
Q2 		$728K Buy
924
+188
+26% +$127K 0.05% 223
2025
Q1 		$452K Sell
736
-792
-52% -$476K 0.04% 270
2024
Q4 		$961K Sell
1,528
-2,692
-64% -$1.72M 0.08% 180
2024
Q3 		$2.62M Buy
4,220
+759
+22% +$484K 0.21% 110
2024
Q2 		$2.27M Buy
3,461
+226
+7% +$140K 0.23% 99
2024
Q1 		$2.1M Buy
3,235
+133
+4% +$84.9K 0.22% 106
2023
Q4 		$1.94M Sell
3,102
-363
-10% -$200K 0.21% 113
2023
Q3 		$1.77M Buy
3,465
+967
+39% +$489K 0.22% 100
2023
Q2 		$1.14M Sell
2,498
-36
-1% -$15.8K 0.15% 128
2023
Q1 		$1.13M Sell
2,534
-568
-18% -$233K 0.16% 129
2022
Q4 		$1.94M Buy
3,102
+1,793
+137% +$711K 0.21% 113
2022
Q3 		$507K Sell
1,309
-348
-21% -$150K 0.11% 161
2022
Q2 		$639K Buy
1,657
+264
+19% +$109K 0.13% 140
2022
Q1 		$670K Buy
1,393
+76
+6% +$38.9K 0.13% 148
2021
Q4 		$847K Sell
1,317
-306
-19% -$189K 0.16% 129
2021
Q3 		$876K Buy
1,623
+287
+21% +$155K 0.18% 124
2021
Q2 		$655K Sell
1,336
-18
-1% -$7.8K 0.14% 144
2021
Q1 		$519K Buy
1,354
+4
+0.3% +$1.54K 0.12% 154
2020
Q4 		$513K Sell
1,350
-46
-3% -$16.2K 0.13% 149
2020
Q3 		$455K Buy
1,396
+32
+2% +$10K 0.12% 150
2020
Q2 		$404K Buy
1,364
+254
+23% +$69.7K 0.11% 156
2020
Q1 		$255K Buy
1,110
+225
+25% +$60.9K 0.09% 178
2019
Q4 		$232K Buy
885
+115
+15% +$30.1K 0.07% 225
2019
Q3 		$205K Buy
+770
New +$212K 0.06% 235

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

Sound View Wealth Advisors Group's INTU Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Intuit (INTU) stake by 20% in Q1 2026, selling an estimated $73.5K and leaving 601 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #367.

Sound View Wealth Advisors Group first reported a position in INTU in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.62M in Q3 2024. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sound View Wealth Advisors Group held 601 shares of Intuit worth $260K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 154 Intuit shares in Q1 2026, an estimated $73.5K.
  • Intuit made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #367 holding.
  • Sound View Wealth Advisors Group first reported a position in Intuit in Q3 2019 and has held it in 27 quarters since.
  • Sound View Wealth Advisors Group's Intuit position peaked at $2.62M in Q3 2024.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.