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Stonebrook Private’s Intuit INTU Stock Holding History

Stonebrook Private’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 		– Sell
-355
Closed -$235K – 230
2025
Q4 		$235K Sell
355
-11
-3% -$7.27K 0.05% 181
2025
Q3 		$250K Sell
366
-16
-4% -$11.5K 0.05% 176
2025
Q2 		$301K Sell
382
-32
-8% -$21.7K 0.07% 155
2025
Q1 		$254K Buy
414
+21
+5% +$12.6K 0.07% 161
2024
Q4 		$247K Buy
393
+9
+2% +$5.75K 0.06% 157
2024
Q3 		$238K Buy
384
+43
+13% +$27.4K 0.06% 159
2024
Q2 		$224K Sell
341
-57
-14% -$35.4K 0.06% 157
2024
Q1 		$259K Buy
398
+17
+4% +$10.9K 0.08% 169
2023
Q4 		$238K Buy
+381
New +$210K 0.08% 178

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

Stonebrook Private's INTU Position: Q1 2026 in Review

Stonebrook Private sold out of Intuit (INTU) in Q1 2026, closing a stake of 355 shares — an estimated $235K sold.

Stonebrook Private first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $301K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Stonebrook Private reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Stonebrook Private sold 355 Intuit shares in Q1 2026, an estimated $235K.
  • Stonebrook Private first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Stonebrook Private's Intuit position peaked at $301K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.