TrueWealth Financial Partners’s Intuit INTU Stock Holding History

TrueWealth Financial 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	$471K	Buy	+1,090	New	+$520K	0.19%	36

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

TrueWealth Financial Partners's INTU Position: Q1 2026 in Review

TrueWealth Financial Partners opened a new position in Intuit (INTU) in Q1 2026: 1,090 shares worth $471K. The stake represents 0.19% of the portfolio and ranks #36 among its holdings.

2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

TrueWealth Financial Partners held 1,090 shares of Intuit worth $471K as of Q1 2026.
Intuit was a new TrueWealth Financial Partners position in Q1 2026.
Intuit made up 0.19% of TrueWealth Financial Partners's portfolio in Q1 2026, its #36 holding.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.