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Tanglewood Legacy Advisors’s Intuit INTU Stock Holding History

Tanglewood Legacy Advisors’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 		$21.6K Hold
50
– – 0.01% 198
2025
Q4 		$33.1K Hold
50
– – 0.01% 187
2025
Q3 		$34.1K Hold
50
– – 0.01% 192
2025
Q2 		$39.4K Hold
50
– – 0.02% 186
2025
Q1 		$30.7K Hold
50
– – 0.01% 201
2024
Q4 		$31.4K Hold
50
– – 0.01% 200
2024
Q3 		$31.1K Hold
50
– – 0.01% 187
2024
Q2 		$32.9K Hold
50
– – 0.02% 185
2024
Q1 		$32.5K Hold
50
– – 0.02% 187
2023
Q4 		$31.3K Hold
50
– – 0.02% 182
2023
Q3 		$25.5K Hold
50
– – 0.02% 195
2023
Q2 		$22.9K Hold
50
– – 0.01% 206
2023
Q1 		$22.3K Hold
50
– – 0.01% 200
2022
Q4 		$19.5K Buy
+50
New +$19.8K 0.01% 185

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

Tanglewood Legacy Advisors's INTU Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Intuit (INTU) position steady in Q1 2026 at 50 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #198.

Tanglewood Legacy Advisors first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.4K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Tanglewood Legacy Advisors held 50 shares of Intuit worth $21.6K as of Q1 2026.
  • Tanglewood Legacy Advisors left its Intuit share count unchanged in Q1 2026.
  • Intuit made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #198 holding.
  • Tanglewood Legacy Advisors first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's Intuit position peaked at $39.4K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.