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Strategic Wealth Partners’s Intuit INTU Stock Holding History

Strategic Wealth Partners’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 		$328K Sell
758
-356
-32% -$170K 0.02% 246
2025
Q4 		$738K Sell
1,114
-116
-9% -$76.7K 0.05% 172
2025
Q3 		$841K Sell
1,230
-1,954
-61% -$1.41M 0.06% 171
2025
Q2 		$2.51M Buy
+3,184
New +$2.15M 0.2% 90
2024
Q4 		$7.88M Buy
13,491
+2,815
+26% +$1.8M 0.65% 55
2024
Q3 		$6.63M Sell
10,676
-84
-0.8% -$53.6K 0.64% 55
2024
Q2 		$7.07M Buy
10,760
+420
+4% +$261K 0.74% 42
2024
Q1 		$6.72M Buy
10,340
+553
+6% +$353K 0.74% 41
2023
Q4 		$6.12M Buy
9,787
+2,082
+27% +$1.15M 0.75% 39
2023
Q3 		$3.94M Buy
7,705
+225
+3% +$114K 0.52% 50
2023
Q2 		$3.43M Sell
7,480
-110
-1% -$48.2K 0.44% 65
2023
Q1 		$3.38M Buy
7,590
+544
+8% +$223K 0.52% 54
2022
Q4 		$2.74M Buy
7,046
+1,356
+24% +$538K 0.51% 54
2022
Q3 		$2.2M Buy
5,690
+2,341
+70% +$1.01M 0.47% 68
2022
Q2 		$1.29M Buy
+3,349
New +$1.39M 0.28% 107
2020
Q2 		– Sell
-2,768
Closed -$725K – 148
2020
Q1 		$725K Hold
2,768
– – 0.38% 79
2019
Q4 		$725K Buy
2,768
+315
+13% +$82.4K 0.38% 79
2019
Q3 		$648 Buy
+2,453
New +$675K ﹤0.01% 220

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 Wealth Partners's INTU Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Intuit (INTU) stake by 32% in Q1 2026, selling an estimated $170K and leaving 758 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #246.

Strategic Wealth Partners first reported a position in INTU in Q3 2019 and has held it in 18 quarters since. The position peaked at $7.88M in Q4 2024. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Strategic Wealth Partners held 758 shares of Intuit worth $328K as of Q1 2026.
  • Strategic Wealth Partners sold 356 Intuit shares in Q1 2026, an estimated $170K.
  • Intuit made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #246 holding.
  • Strategic Wealth Partners first reported a position in Intuit in Q3 2019 and has held it in 18 quarters since.
  • Strategic Wealth Partners's Intuit position peaked at $7.88M in Q4 2024.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.