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Stiles Financial Services’s Intuit INTU Stock Holding History

Stiles Financial Services’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 		$1.2M Sell
2,768
-233
-8% -$111K 0.37% 76
2025
Q4 		$1.99M Sell
3,001
-33
-1% -$21.8K 0.61% 54
2025
Q3 		$2.07M Sell
3,034
-31
-1% -$22.3K 0.65% 50
2025
Q2 		$2.42M Sell
3,065
-118
-4% -$79.9K 0.83% 40
2025
Q1 		$1.96M Sell
3,183
-91
-3% -$54.6K 0.75% 49
2024
Q4 		$2.06M Sell
3,274
-28
-0.8% -$17.9K 0.75% 45
2024
Q3 		$2.05M Sell
3,302
-79
-2% -$50.4K 0.72% 46
2024
Q2 		$2.22M Sell
3,381
-18
-0.5% -$11.2K 0.85% 36
2024
Q1 		$2.21M Sell
3,399
-70
-2% -$44.7K 0.88% 35
2023
Q4 		$2.17M Sell
3,469
-144
-4% -$79.4K 0.98% 32
2023
Q3 		$1.85M Sell
3,613
-145
-4% -$73.4K 0.96% 32
2023
Q2 		$1.72M Sell
3,758
-88
-2% -$38.5K 0.86% 33
2023
Q1 		$1.71M Sell
3,846
-19
-0.5% -$7.8K 0.92% 31
2022
Q4 		$1.5M Sell
3,865
-140
-3% -$55.5K 0.86% 33
2022
Q3 		$1.55M Buy
4,005
+10
+0.3% +$4.32K 0.94% 32
2022
Q2 		$1.54M Buy
3,995
+18
+0.5% +$7.45K 0.93% 29
2022
Q1 		$1.92M Buy
3,977
+233
+6% +$119K 0.96% 29
2021
Q4 		$2.41M Buy
+3,744
New +$2.31M 1.16% 25

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

Stiles Financial Services's INTU Position: Q1 2026 in Review

Stiles Financial Services reduced its Intuit (INTU) stake by 7.8% in Q1 2026, selling an estimated $111K and leaving 2,768 shares worth $1.2M. The position accounts for 0.37% of the portfolio, ranked #76.

Stiles Financial Services first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.42M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Stiles Financial Services held 2,768 shares of Intuit worth $1.2M as of Q1 2026.
  • Stiles Financial Services sold 233 Intuit shares in Q1 2026, an estimated $111K.
  • Intuit made up 0.37% of Stiles Financial Services's portfolio in Q1 2026, its #76 holding.
  • Stiles Financial Services first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Intuit position peaked at $2.42M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.