TI
INTU icon

Truepoint Inc’s Intuit INTU Stock Holding History

Truepoint Inc’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
-409
Closed -$271K – 152
2025
Q4 		$271K Sell
409
-290
-41% -$192K 0.01% 130
2025
Q3 		$477K Hold
699
– – 0.01% 101
2025
Q2 		$551K Sell
699
-33
-5% -$22.3K 0.01% 97
2025
Q1 		$449K Hold
732
– – 0.01% 99
2024
Q4 		$460K Sell
732
-27
-4% -$17.3K 0.01% 92
2024
Q3 		$471K Sell
759
-26
-3% -$16.6K 0.01% 94
2024
Q2 		$516K Sell
785
-42
-5% -$26.1K 0.01% 81
2024
Q1 		$538K Sell
827
-142
-15% -$90.6K 0.02% 80
2023
Q4 		$606K Sell
969
-136
-12% -$75K 0.02% 116
2023
Q3 		$565K Buy
1,105
+103
+10% +$52.1K 0.02% 107
2023
Q2 		$459K Buy
+1,002
New +$439K 0.02% 105

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

Truepoint Inc's INTU Position: Q1 2026 in Review

Truepoint Inc sold out of Intuit (INTU) in Q1 2026, closing a stake of 409 shares — an estimated $271K sold.

Truepoint Inc first reported a position in INTU in Q2 2023 and held it in 11 quarters. The position peaked at $606K in Q4 2023. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Truepoint Inc reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Truepoint Inc sold 409 Intuit shares in Q1 2026, an estimated $271K.
  • Truepoint Inc first reported a position in Intuit in Q2 2023 and held it in 11 quarters.
  • Truepoint Inc's Intuit position peaked at $606K in Q4 2023.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.