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TritonPoint Wealth’s Intuit INTU Stock Holding History

TritonPoint 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 		– Sell
-556
Closed -$368K – 280
2025
Q4 		$368K Sell
556
-937
-63% -$619K 0.04% 204
2025
Q3 		$1.02M Sell
1,493
-83
-5% -$59.8K 0.09% 154
2025
Q2 		$1.24M Buy
1,576
+53
+3% +$35.9K 0.11% 141
2025
Q1 		$935K Buy
1,523
+75
+5% +$45K 0.09% 160
2024
Q4 		$910K Sell
1,448
-21
-1% -$13.4K 0.08% 160
2024
Q3 		$910K Buy
1,469
+84
+6% +$53.6K 0.08% 157
2024
Q2 		$910K Sell
1,385
-140
-9% -$86.8K 0.09% 152
2024
Q1 		$988K Sell
1,525
-93
-6% -$59.4K 0.1% 145
2023
Q4 		$1.01M Buy
+1,618
New +$892K 0.1% 151

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

TritonPoint Wealth's INTU Position: Q1 2026 in Review

TritonPoint Wealth sold out of Intuit (INTU) in Q1 2026, closing a stake of 556 shares — an estimated $368K sold.

TritonPoint Wealth first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $1.24M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • TritonPoint Wealth reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • TritonPoint Wealth sold 556 Intuit shares in Q1 2026, an estimated $368K.
  • TritonPoint Wealth first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • TritonPoint Wealth's Intuit position peaked at $1.24M in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.