Triad Wealth Partners’s Intuit INTU Stock Holding History

Triad Wealth 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	$379K	Buy	878 +111	+14%	+$52.9K	0.03%	345
2025 Q4	$508K	Sell	767 -65	-8%	-$43K	0.05%	265
2025 Q3	$568K	Sell	832 -52	-6%	-$37.5K	0.07%	184
2025 Q2	$696K	Buy	884 +125	+16%	+$84.6K	0.14%	112
2025 Q1	$466K	Buy	759 +9	+1%	+$5.41K	0.14%	110
2024 Q4	$472K	Buy	+750	New	+$479K	0.17%	93
2024 Q3	–	Sell	-567	Closed	-$373K	–	453
2024 Q2	$373K	Buy	567 +226	+66%	+$140K	0.2%	50
2024 Q1	$222K	Buy	+341	New	+$218K	0.17%	55

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

Triad Wealth Partners's INTU Position: Q1 2026 in Review

Triad Wealth Partners increased its Intuit (INTU) stake by 14% in Q1 2026, buying an estimated $52.9K and bringing the position to 878 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #345.

Triad Wealth Partners first reported a position in INTU in Q1 2024 and has held it in 8 quarters since. The position peaked at $696K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Triad Wealth Partners held 878 shares of Intuit worth $379K as of Q1 2026.
Triad Wealth Partners bought 111 Intuit shares in Q1 2026, an estimated $52.9K.
Intuit made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #345 holding.
Triad Wealth Partners first reported a position in Intuit in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Intuit position peaked at $696K in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.