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SWS Partners’s Intuit INTU Stock Holding History

SWS 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 		– Sell
-3,769
Closed -$2.5M – 114
2025
Q4 		$2.5M Buy
3,769
+804
+27% +$531K 0.6% 59
2025
Q3 		$2.03M Buy
+2,965
New +$2.14M 0.49% 71
2024
Q3 		– Sell
-101
Closed -$66.7K – 198
2024
Q2 		$66.7K Buy
+101
New +$62.6K 0.02% 147
2022
Q2 		– Sell
-100
Closed -$48K – 96
2022
Q1 		$48K Buy
+100
New +$51.2K 0.03% 85
2018
Q2 		– Sell
-305
Closed -$52K – 201
2018
Q1 		$52K Buy
+305
New +$51.3K 0.04% 141

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

SWS Partners's INTU Position: Q1 2026 in Review

SWS Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 3,769 shares — an estimated $2.5M sold.

SWS Partners first reported a position in INTU in Q1 2018 and held it in 5 quarters. The position peaked at $2.5M in Q4 2025. 2,006 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • SWS Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • SWS Partners sold 3,769 Intuit shares in Q1 2026, an estimated $2.5M.
  • SWS Partners first reported a position in Intuit in Q1 2018 and held it in 5 quarters.
  • SWS Partners's Intuit position peaked at $2.5M in Q4 2025.
  • 2,006 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.