TLW Wealth Management’s Intuit INTU Stock Holding History

TLW Wealth Management’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	-754	Closed	-$499K	–	17
2025 Q4	$499K	Buy	754 +239	+46%	+$158K	0.29%	15
2025 Q3	$352K	Sell	515 -459	-47%	-$331K	0.2%	16
2025 Q2	$767K	Buy	+974	New	+$659K	0.43%	15

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

TLW Wealth Management's INTU Position: Q1 2026 in Review

TLW Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 754 shares — an estimated $499K sold.

TLW Wealth Management first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $767K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

TLW Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
TLW Wealth Management sold 754 Intuit shares in Q1 2026, an estimated $499K.
TLW Wealth Management first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
TLW Wealth Management's Intuit position peaked at $767K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on TLW Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.