Stephens Inc’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Buy |
25,555
+6,321
| +33% | +$3.02M | 0.14% | 156 |
|
|
2025
Q4 | $12.7M | Buy |
19,234
+5,930
| +45% | +$3.92M | 0.16% | 140 |
|
|
2025
Q3 | $9.09M | Buy |
13,304
+3,884
| +41% | +$2.8M | 0.12% | 185 |
|
|
2025
Q2 | $7.42M | Buy |
9,420
+162
| +2% | +$110K | 0.1% | 208 |
|
|
2025
Q1 | $5.68M | Sell |
9,258
-2,666
| -22% | -$1.6M | 0.08% | 252 |
|
|
2024
Q4 | $7.49M | Sell |
11,924
-232
| -2% | -$148K | 0.11% | 196 |
|
|
2024
Q3 | $7.55M | Buy |
12,156
+193
| +2% | +$123K | 0.11% | 199 |
|
|
2024
Q2 | $7.86M | Sell |
11,963
-2,641
| -18% | -$1.64M | 0.12% | 186 |
|
|
2024
Q1 | $9.49M | Sell |
14,604
-1,221
| -8% | -$779K | 0.15% | 164 |
|
|
2023
Q4 | $9.89M | Sell |
15,825
-683
| -4% | -$377K | 0.17% | 136 |
|
|
2023
Q3 | $8.43M | Buy |
16,508
+1,137
| +7% | +$575K | 0.16% | 145 |
|
|
2023
Q2 | $7.04M | Buy |
15,371
+226
| +1% | +$99K | 0.13% | 178 |
|
|
2023
Q1 | $6.75M | Buy |
15,145
+1,502
| +11% | +$617K | 0.13% | 180 |
|
|
2022
Q4 | $5.31M | Buy |
13,643
+4,516
| +49% | +$1.79M | 0.11% | 198 |
|
|
2022
Q3 | $3.54M | Buy |
9,127
+5,697
| +166% | +$2.46M | 0.08% | 267 |
|
|
2022
Q2 | $1.32M | Buy |
3,430
+414
| +14% | +$171K | 0.03% | 460 |
|
|
2022
Q1 | $1.45M | Sell |
3,016
-319
| -10% | -$163K | 0.02% | 494 |
|
|
2021
Q4 | $2.15M | Sell |
3,335
-224
| -6% | -$138K | 0.03% | 444 |
|
|
2021
Q3 | $1.92M | Sell |
3,559
-162
| -4% | -$87.3K | 0.03% | 474 |
|
|
2021
Q2 | $1.82M | Sell |
3,721
-41
| -1% | -$17.8K | 0.03% | 498 |
|
|
2021
Q1 | $1.44M | Buy |
3,762
+190
| +5% | +$73.2K | 0.02% | 529 |
|
|
2020
Q4 | $1.36M | Sell |
3,572
-323
| -8% | -$113K | 0.02% | 518 |
|
|
2020
Q3 | $1.27M | Buy |
3,895
+2
| +0.1% | +$626 | 0.03% | 489 |
|
|
2020
Q2 | $1.15M | Buy |
3,893
+880
| +29% | +$241K | 0.02% | 486 |
|
|
2020
Q1 | $693K | Buy |
3,013
+1,561
| +108% | +$423K | 0.02% | 568 |
|
|
2019
Q4 | $380K | Buy |
1,452
+63
| +5% | +$16.5K | 0.01% | 802 |
|
|
2019
Q3 | $369K | Buy |
1,389
+187
| +16% | +$51.4K | 0.01% | 843 |
|
|
2019
Q2 | $314K | Buy |
1,202
+302
| +34% | +$76.7K | 0.01% | 900 |
|
|
2019
Q1 | $235K | Buy |
+900
| New | +$208K | 0.01% | 1001 |
|
|
2013
Q4 | – | Sell |
-11,358
| Closed | -$753K | – | 885 |
|
|
2013
Q3 | $753K | Sell |
11,358
-458
| -4% | -$29.5K | 0.04% | 376 |
|
|
2013
Q2 | $721K | Buy |
+11,816
| New | +$714K | 0.04% | 353 |
|
Other funds holding INTU
VCM
VPM
Stephens Inc's INTU Position: Q1 2026 in Review
Stephens Inc increased its Intuit (INTU) stake by 33% in Q1 2026, buying an estimated $3.02M and bringing the position to 25,555 shares worth $11M. The position accounts for 0.14% of the portfolio, ranked #156.
Stephens Inc first reported a position in INTU in Q2 2013 and has held it in 31 quarters since. The position peaked at $12.7M in Q4 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Stephens Inc held 25,555 shares of Intuit worth $11M as of Q1 2026.
- Stephens Inc bought 6,321 Intuit shares in Q1 2026, an estimated $3.02M.
- Intuit made up 0.14% of Stephens Inc's portfolio in Q1 2026, its #156 holding.
- Stephens Inc first reported a position in Intuit in Q2 2013 and has held it in 31 quarters since.
- Stephens Inc's Intuit position peaked at $12.7M in Q4 2025.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.