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Tilia Fiduciary Partners’s Intuit INTU Stock Holding History

Tilia Fiduciary 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 		$1.75M Buy
4,036
+512
+15% +$244K 0.96% 42
2025
Q4 		$2.33M Buy
3,524
+173
+5% +$114K 1.29% 31
2025
Q3 		$2.29M Buy
3,351
+62
+2% +$44.7K 1.32% 30
2025
Q2 		$2.59M Buy
3,289
+42
+1% +$28.4K 1.58% 22
2025
Q1 		$1.99M Buy
3,247
+172
+6% +$103K 1.33% 31
2024
Q4 		$1.93M Buy
3,075
+59
+2% +$37.7K 1.32% 31
2024
Q3 		$1.87M Buy
3,016
+96
+3% +$61.3K 1.3% 34
2024
Q2 		$1.92M Buy
2,920
+182
+7% +$113K 1.5% 27
2024
Q1 		$1.78M Buy
2,738
+126
+5% +$80.4K 1.44% 30
2023
Q4 		$1.63M Sell
2,612
-6
-0.2% -$3.31K 1.52% 26
2023
Q3 		$1.34M Buy
2,618
+196
+8% +$99.2K 1.39% 30
2023
Q2 		$1.11M Buy
2,422
+276
+13% +$121K 0.99% 39
2023
Q1 		$957K Buy
2,146
+53
+3% +$21.8K 0.91% 39
2022
Q4 		$815K Buy
2,093
+78
+4% +$30.9K 0.78% 41
2022
Q3 		$773K Hold
2,015
– – 0.78% 43
2022
Q2 		$778K Buy
2,015
+71
+4% +$29.4K 0.74% 46
2022
Q1 		$935K Buy
1,944
+13
+0.7% +$6.66K 0.79% 44
2021
Q4 		$1.24M Buy
+1,931
New +$1.19M 1% 32

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

Tilia Fiduciary Partners's INTU Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Intuit (INTU) stake by 15% in Q1 2026, buying an estimated $244K and bringing the position to 4,036 shares worth $1.75M. The position accounts for 0.96% of the portfolio, ranked #42.

Tilia Fiduciary Partners first reported a position in INTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.59M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Tilia Fiduciary Partners held 4,036 shares of Intuit worth $1.75M as of Q1 2026.
  • Tilia Fiduciary Partners bought 512 Intuit shares in Q1 2026, an estimated $244K.
  • Intuit made up 0.96% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #42 holding.
  • Tilia Fiduciary Partners first reported a position in Intuit in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Intuit position peaked at $2.59M in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.