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Trek Financial’s Intuit INTU Stock Holding History

Trek Financial’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 		$1.66M Buy
3,840
+1,313
+52% +$626K 0.09% 193
2025
Q4 		$1.67M Buy
2,527
+654
+35% +$432K 0.1% 190
2025
Q3 		$1.28M Sell
1,873
-7,395
-80% -$5.33M 0.08% 209
2025
Q2 		$7.3M Buy
9,268
+7,478
+418% +$5.06M 0.49% 60
2025
Q1 		$1.1M Buy
1,790
+448
+33% +$269K 0.08% 173
2024
Q4 		$843K Buy
1,342
+527
+65% +$337K 0.06% 212
2024
Q3 		$506K Buy
815
+129
+19% +$82.3K 0.04% 239
2024
Q2 		$451K Buy
+686
New +$426K 0.04% 238

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

Trek Financial's INTU Position: Q1 2026 in Review

Trek Financial increased its Intuit (INTU) stake by 52% in Q1 2026, buying an estimated $626K and bringing the position to 3,840 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #193.

Trek Financial first reported a position in INTU in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.3M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Trek Financial held 3,840 shares of Intuit worth $1.66M as of Q1 2026.
  • Trek Financial bought 1,313 Intuit shares in Q1 2026, an estimated $626K.
  • Intuit made up 0.09% of Trek Financial's portfolio in Q1 2026, its #193 holding.
  • Trek Financial first reported a position in Intuit in Q2 2024 and has held it in 8 quarters since.
  • Trek Financial's Intuit position peaked at $7.3M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.