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Twelve Points Wealth Management’s Intuit INTU Stock Holding History

Twelve Points Wealth Management’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
-352
Closed -$228K – 208
2025
Q4 		$228K Hold
352
– – 0.05% 180
2025
Q3 		$240K Hold
352
– – 0.06% 171
2025
Q2 		$277K Hold
352
– – 0.07% 160
2025
Q1 		$216K Buy
352
+2
+0.6% +$1.2K 0.06% 162
2024
Q4 		$220K Sell
350
-5
-1% -$3.19K 0.06% 162
2024
Q3 		$220K Hold
355
– – 0.07% 170
2024
Q2 		$233K Hold
355
– – 0.08% 160
2024
Q1 		$231K Hold
355
– – 0.08% 154
2023
Q4 		$222K Buy
+355
New +$196K 0.11% 154
2022
Q1 		– Sell
-397
Closed -$255K – 184
2021
Q4 		$255K Buy
+397
New +$245K 0.21% 141

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

Twelve Points Wealth Management's INTU Position: Q1 2026 in Review

Twelve Points Wealth Management sold out of Intuit (INTU) in Q1 2026, closing a stake of 352 shares — an estimated $228K sold.

Twelve Points Wealth Management first reported a position in INTU in Q4 2021 and held it in 10 quarters. The position peaked at $277K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Twelve Points Wealth Management reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Twelve Points Wealth Management sold 352 Intuit shares in Q1 2026, an estimated $228K.
  • Twelve Points Wealth Management first reported a position in Intuit in Q4 2021 and held it in 10 quarters.
  • Twelve Points Wealth Management's Intuit position peaked at $277K in Q2 2025.
  • 2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.