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Trajan Wealth’s Intuit INTU Stock Holding History

Trajan Wealth’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 		$12.5M Sell
28,880
-951
-3% -$454K 0.5% 53
2025
Q4 		$19.8M Sell
29,831
-867
-3% -$573K 0.82% 31
2025
Q3 		$21M Sell
30,698
-1,404
-4% -$1.01M 0.91% 32
2025
Q2 		$25.3M Buy
32,102
+291
+0.9% +$197K 1.24% 20
2025
Q1 		$19.5M Buy
31,811
+3,158
+11% +$1.9M 1.07% 24
2024
Q4 		$18M Buy
28,653
+3,139
+12% +$2.01M 1% 31
2024
Q3 		$15.8M Buy
25,514
+2,787
+12% +$1.78M 0.93% 30
2024
Q2 		$14.9M Buy
22,727
+2,223
+11% +$1.38M 0.96% 27
2024
Q1 		$13.3M Buy
+20,504
New +$13.1M 0.9% 30

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

Trajan Wealth's INTU Position: Q1 2026 in Review

Trajan Wealth reduced its Intuit (INTU) stake by 3.2% in Q1 2026, selling an estimated $454K and leaving 28,880 shares worth $12.5M. The position accounts for 0.5% of the portfolio, ranked #53.

Trajan Wealth first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.3M in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Trajan Wealth held 28,880 shares of Intuit worth $12.5M as of Q1 2026.
  • Trajan Wealth sold 951 Intuit shares in Q1 2026, an estimated $454K.
  • Intuit made up 0.5% of Trajan Wealth's portfolio in Q1 2026, its #53 holding.
  • Trajan Wealth first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
  • Trajan Wealth's Intuit position peaked at $25.3M in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.