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Sunbelt Securities’s Intuit INTU Stock Holding History

Sunbelt Securities’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 		$327K Sell
757
-110
-13% -$52.5K 0.02% 512
2025
Q4 		$574K Buy
867
+50
+6% +$33K 0.04% 361
2025
Q3 		$558K Sell
817
-258
-24% -$186K 0.04% 360
2025
Q2 		$676K Buy
1,075
+270
+34% +$183K 0.06% 279
2025
Q1 		$494K Sell
805
-270
-25% -$162K 0.04% 330
2024
Q4 		$677K Sell
1,075
-1,152
-52% -$736K 0.06% 280
2024
Q3 		$1.38M Sell
2,227
-666
-23% -$425K 0.14% 156
2024
Q2 		$1.9M Sell
2,893
-13
-0.4% -$8.06K 0.19% 103
2024
Q1 		$1.89M Sell
2,906
-490
-14% -$313K 0.21% 95
2023
Q4 		$2.12M Buy
3,396
+5
+0.1% +$2.76K 0.27% 80
2023
Q3 		$1.73M Buy
3,391
+36
+1% +$18.2K 0.24% 89
2023
Q2 		$1.54M Buy
3,355
+746
+29% +$327K 0.22% 104
2023
Q1 		$1.15M Buy
2,609
+128
+5% +$52.5K 0.18% 130
2022
Q4 		$966K Sell
2,481
-379
-13% -$150K 0.19% 138
2022
Q3 		$1.11M Buy
2,860
+844
+42% +$365K 0.23% 115
2022
Q2 		$777K Buy
2,016
+9
+0.4% +$3.73K 0.16% 157
2022
Q1 		$947K Sell
2,007
-159
-7% -$81.4K 0.17% 145
2021
Q4 		$1.2M Sell
2,166
-94
-4% -$58K 0.19% 127
2021
Q3 		$1.13M Hold
2,260
– – 0.2% 130
2021
Q2 		$1.13M Buy
2,260
+100
+5% +$43.4K 0.2% 130
2021
Q1 		$827K Sell
2,160
-231
-10% -$88.9K 0.16% 160
2020
Q4 		$908K Buy
2,391
+102
+4% +$35.8K 0.19% 134
2020
Q3 		$765K Buy
2,289
+1,224
+115% +$383K 0.21% 128
2020
Q2 		$315K Sell
1,065
-62,854
-98% -$17.2M 0.11% 223
2020
Q1 		$17.2M Buy
63,919
+61,927
+3,109% +$16.8M 0.74% 24
2019
Q4 		$274K Buy
1,992
+1,090
+121% +$285K 0.03% 468
2019
Q3 		$240K Buy
+902
New +$248K 0.03% 475

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

Sunbelt Securities's INTU Position: Q1 2026 in Review

Sunbelt Securities reduced its Intuit (INTU) stake by 13% in Q1 2026, selling an estimated $52.5K and leaving 757 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #512.

Sunbelt Securities first reported a position in INTU in Q3 2019 and has held it in 27 quarters since. The position peaked at $17.2M in Q1 2020. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Sunbelt Securities held 757 shares of Intuit worth $327K as of Q1 2026.
  • Sunbelt Securities sold 110 Intuit shares in Q1 2026, an estimated $52.5K.
  • Intuit made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #512 holding.
  • Sunbelt Securities first reported a position in Intuit in Q3 2019 and has held it in 27 quarters since.
  • Sunbelt Securities's Intuit position peaked at $17.2M in Q1 2020.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.