TCI Wealth Advisors’s Intuit INTU Stock Holding History

TCI Wealth 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	–	Sell	-480	Closed	-$318K	–	258
2025 Q4	$318K	Sell	480 -120	-20%	-$79.3K	0.02%	187
2025 Q3	$410K	Buy	600 +1	+0.2%	+$721	0.02%	167
2025 Q2	$472K	Buy	599 +1	+0.2%	+$677	0.03%	147
2025 Q1	$367K	Sell	598 -26	-4%	-$15.6K	0.03%	155
2024 Q4	$392K	Sell	624 -122	-16%	-$78K	0.03%	149
2024 Q3	$463K	Buy	746 +5	+0.7%	+$3.19K	0.04%	138
2024 Q2	$487K	Buy	741 +7	+1%	+$4.34K	0.05%	123
2024 Q1	$477K	Sell	734 -2	-0.3%	-$1.28K	0.05%	123
2023 Q4	$460K	Sell	736 -3	-0.4%	-$1.66K	0.05%	121
2023 Q3	$378K	Buy	739 +7	+1%	+$3.54K	0.05%	131
2023 Q2	$335K	Buy	732 +4	+0.5%	+$1.75K	0.04%	139
2023 Q1	$325K	Sell	728 -50	-6%	-$20.5K	0.04%	142
2022 Q4	$303K	Buy	778 +97	+14%	+$38.5K	0.04%	138
2022 Q3	$264K	Sell	681 -109	-14%	-$47.1K	0.04%	133
2022 Q2	$304K	Buy	790 +129	+20%	+$53.4K	0.05%	131
2022 Q1	$318K	Sell	661 -68	-9%	-$34.8K	0.05%	136
2021 Q4	$469K	Sell	729 -240	-25%	-$148K	0.07%	105
2021 Q3	$523K	Sell	969 -354	-27%	-$191K	0.08%	108
2021 Q2	$648K	Buy	1,323 +22	+2%	+$9.54K	0.11%	93
2021 Q1	$498K	Sell	1,301 -870	-40%	-$335K	0.21%	96
2020 Q4	$825K	Sell	2,171 -3,348	-61%	-$1.18M	0.37%	60
2020 Q3	$1.8M	Hold	5,519	–	–	0.71%	28
2020 Q2	$1.64M	Sell	5,519 -25	-0.5%	-$6.86K	0.7%	31
2020 Q1	$1.27M	Sell	5,544 -161	-3%	-$43.6K	0.63%	36
2019 Q4	$1.49M	Buy	5,705 +245	+4%	+$64.1K	0.58%	43
2019 Q3	$1.45M	Sell	5,460 -7	-0.1%	-$1.93K	0.64%	40
2019 Q2	$1.43M	Sell	5,467 -126	-2%	-$32K	0.64%	39
2019 Q1	$1.46M	Sell	5,593 -17	-0.3%	-$3.93K	0.64%	41
2018 Q4	$1.1M	Buy	5,610 +31	+0.6%	+$6.45K	0.53%	48
2018 Q3	$1.27M	Sell	5,579 -49	-0.9%	-$10.5K	0.53%	48
2018 Q2	$1.15M	Buy	5,628 +15	+0.3%	+$2.88K	0.51%	50
2018 Q1	$973K	Hold	5,613	–	–	0.45%	55
2017 Q4	$886K	Hold	5,613	–	–	0.39%	64
2017 Q3	$798K	Buy	5,613 +21	+0.4%	+$2.9K	0.39%	62
2017 Q2	$743K	Buy	5,592 +36	+0.6%	+$4.67K	0.38%	58
2017 Q1	$644K	Sell	5,556 -2	-0%	-$240	0.34%	64
2016 Q4	$637K	Hold	5,558	–	–	0.33%	65
2016 Q3	$611K	Hold	5,558	–	–	0.33%	68
2016 Q2	$620K	Sell	5,558 -451	-8%	-$47.2K	0.34%	66
2016 Q1	$625K	Buy	6,009 +266	+5%	+$25.7K	0.35%	65
2015 Q4	$554K	Hold	5,743	–	–	0.31%	69
2015 Q3	$510K	Hold	5,743	–	–	0.31%	69
2015 Q2	$579K	Sell	5,743 -21	-0.4%	-$2.14K	0.33%	67
2015 Q1	$559K	Sell	5,764 -100	-2%	-$9.29K	0.35%	62
2014 Q4	$541K	Sell	5,864 -336	-5%	-$29.9K	0.33%	67
2014 Q3	$543K	Hold	6,200	–	–	0.34%	63
2014 Q2	$499K	Sell	6,200 -7	-0.1%	-$540	0.3%	66
2014 Q1	$482K	Hold	6,207	–	–	0.31%	63
2013 Q4	$474K	Hold	6,207	–	–	0.3%	66
2013 Q3	$412K	Sell	6,207 -4,868	-44%	-$314K	0.31%	63
2013 Q2	$676K	Buy	+11,075	New	+$670K	0.51%	46

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TCI Wealth Advisors's INTU Position: Q1 2026 in Review

TCI Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 480 shares — an estimated $318K sold.

TCI Wealth Advisors first reported a position in INTU in Q2 2013 and held it in 51 quarters. The position peaked at $1.8M in Q3 2020. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

TCI Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
TCI Wealth Advisors sold 480 Intuit shares in Q1 2026, an estimated $318K.
TCI Wealth Advisors first reported a position in Intuit in Q2 2013 and held it in 51 quarters.
TCI Wealth Advisors's Intuit position peaked at $1.8M in Q3 2020.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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