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Strategic Family Wealth Counselors’s Intuit INTU Stock Holding History

Strategic Family Wealth Counselors’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
-935
Closed -$495K – 192
2025
Q4 		$495K Buy
+935
New +$618K 0.11% 121

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

Strategic Family Wealth Counselors's INTU Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Intuit (INTU) in Q1 2026, closing a stake of 935 shares — an estimated $495K sold.

Strategic Family Wealth Counselors first reported a position in INTU in Q4 2025 and held it in 1 quarter. The position peaked at $495K in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 935 Intuit shares in Q1 2026, an estimated $495K.
  • Strategic Family Wealth Counselors first reported a position in Intuit in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Intuit position peaked at $495K in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.