Steward Partners Investment Advisory’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 | $4.98M | Buy |
11,525
+477
| +4% | +$228K | 0.03% | 514 |
|
|
2025
Q4 | $7.32M | Buy |
11,048
+1,641
| +17% | +$1.08M | 0.04% | 376 |
|
|
2025
Q3 | $6.42M | Buy |
9,407
+1,209
| +15% | +$872K | 0.04% | 407 |
|
|
2025
Q2 | $6.46M | Sell |
8,198
-7,645
| -48% | -$5.17M | 0.05% | 360 |
|
|
2025
Q1 | $9.73M | Buy |
15,843
+365
| +2% | +$219K | 0.09% | 231 |
|
|
2024
Q4 | $9.73M | Buy |
15,478
+136
| +0.9% | +$86.9K | 0.09% | 223 |
|
|
2024
Q3 | $9.53M | Buy |
15,342
+4,075
| +36% | +$2.6M | 0.09% | 224 |
|
|
2024
Q2 | $7.4M | Buy |
11,267
+647
| +6% | +$401K | 0.08% | 252 |
|
|
2024
Q1 | $6.9M | Buy |
10,620
+3,533
| +50% | +$2.26M | 0.08% | 270 |
|
|
2023
Q4 | $4.43M | Buy |
7,087
+423
| +6% | +$233K | 0.06% | 310 |
|
|
2023
Q3 | $3.4M | Buy |
6,664
+63
| +1% | +$31.9K | 0.05% | 335 |
|
|
2023
Q2 | $3.02M | Sell |
6,601
-102
| -2% | -$44.7K | 0.05% | 367 |
|
|
2023
Q1 | $2.99M | Buy |
6,703
+181
| +3% | +$74.3K | 0.05% | 361 |
|
|
2022
Q4 | $2.54M | Sell |
6,522
-313
| -5% | -$124K | 0.04% | 386 |
|
|
2022
Q3 | $2.65M | Sell |
6,835
-3,803
| -36% | -$1.64M | 0.05% | 359 |
|
|
2022
Q2 | $4.1M | Sell |
10,638
-714
| -6% | -$296K | 0.08% | 272 |
|
|
2022
Q1 | $5.46M | Buy |
11,352
+742
| +7% | +$380K | 0.08% | 244 |
|
|
2021
Q4 | $6.82M | Buy |
10,610
+3,920
| +59% | +$2.42M | 0.1% | 212 |
|
|
2021
Q3 | $3.61M | Buy |
6,690
+576
| +9% | +$310K | 0.06% | 314 |
|
|
2021
Q2 | $3M | Sell |
6,114
-432
| -7% | -$187K | 0.05% | 354 |
|
|
2021
Q1 | $2.51M | Sell |
6,546
-2,252
| -26% | -$867K | 0.04% | 378 |
|
|
2020
Q4 | $3.34M | Buy |
8,798
+2,773
| +46% | +$974K | 0.07% | 268 |
|
|
2020
Q3 | $1.97M | Buy |
6,025
+200
| +3% | +$62.6K | 0.05% | 330 |
|
|
2020
Q2 | $1.73M | Buy |
5,825
+111
| +2% | +$30.4K | 0.05% | 336 |
|
|
2020
Q1 | $1.31M | Sell |
5,714
-108
| -2% | -$29.2K | 0.05% | 328 |
|
|
2019
Q4 | $1.52M | Buy |
5,822
+21
| +0.4% | +$5.49K | 0.05% | 350 |
|
|
2019
Q3 | $1.54M | Sell |
5,801
-371
| -6% | -$102K | 0.05% | 323 |
|
|
2019
Q2 | $1.61M | Buy |
6,172
+961
| +18% | +$244K | 0.06% | 296 |
|
|
2019
Q1 | $1.36M | Sell |
5,211
-374
| -7% | -$86.4K | 0.06% | 300 |
|
|
2018
Q4 | $1.1M | Sell |
5,585
-187
| -3% | -$38.9K | 0.05% | 318 |
|
|
2018
Q3 | $1.31M | Sell |
5,772
-20
| -0.3% | -$4.3K | 0.06% | 286 |
|
|
2018
Q2 | $1.18M | Sell |
5,792
-158
| -3% | -$30.3K | 0.07% | 268 |
|
|
2018
Q1 | $1.03M | Buy |
5,950
+266
| +5% | +$44.8K | 0.07% | 261 |
|
|
2017
Q4 | $896K | Buy |
5,684
+167
| +3% | +$25.5K | 0.07% | 249 |
|
|
2017
Q3 | $784K | Buy |
5,517
+134
| +2% | +$18.5K | 0.08% | 219 |
|
|
2017
Q2 | $714K | Buy |
5,383
+5,329
| +9,869% | +$691K | 0.08% | 221 |
|
|
2017
Q1 | $6K | Buy |
+54
| New | +$6.47K | ﹤0.01% | 1074 |
|
Other funds holding INTU
VCM
VPM
Steward Partners Investment Advisory's INTU Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Intuit (INTU) stake by 4.3% in Q1 2026, buying an estimated $228K and bringing the position to 11,525 shares worth $4.98M. The position accounts for 0.03% of the portfolio, ranked #514.
Steward Partners Investment Advisory first reported a position in INTU in Q1 2017 and has held it in 37 quarters since. The position peaked at $9.73M in Q4 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.
- Steward Partners Investment Advisory held 11,525 shares of Intuit worth $4.98M as of Q1 2026.
- Steward Partners Investment Advisory bought 477 Intuit shares in Q1 2026, an estimated $228K.
- Intuit made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #514 holding.
- Steward Partners Investment Advisory first reported a position in Intuit in Q1 2017 and has held it in 37 quarters since.
- Steward Partners Investment Advisory's Intuit position peaked at $9.73M in Q4 2024.
- 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.