Twin Peaks Wealth Advisors’s Intuit INTU Stock Holding History

Twin Peaks Wealth Advisors’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	$476K	Sell	1,100 -98	-8%	-$46.7K	0.12%	113
2025 Q4	$524K	Sell	1,198 -56	-4%	-$37K	0.15%	102
2025 Q3	$857K	Sell	1,254 -43	-3%	-$31K	0.29%	66
2025 Q2	$926K	Sell	1,297 -310	-19%	-$210K	0.3%	65
2025 Q1	$955K	Buy	1,607 +1,008	+168%	+$605K	0.44%	55
2024 Q4	$376K	Buy	599 +6	+1%	+$3.83K	0.16%	95
2024 Q3	$368K	Sell	593 -71	-11%	-$45.3K	0.17%	89
2024 Q2	$436K	Sell	664 -27	-4%	-$16.7K	0.22%	81
2024 Q1	$449K	Buy	691 +30	+5%	+$19.1K	0.25%	73
2023 Q4	$413K	Buy	+661	New	+$365K	0.26%	72

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

Twin Peaks Wealth Advisors's INTU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Intuit (INTU) stake by 8.2% in Q1 2026, selling an estimated $46.7K and leaving 1,100 shares worth $476K. The position accounts for 0.12% of the portfolio, ranked #113.

Twin Peaks Wealth Advisors first reported a position in INTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $955K in Q1 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Twin Peaks Wealth Advisors held 1,100 shares of Intuit worth $476K as of Q1 2026.
Twin Peaks Wealth Advisors sold 98 Intuit shares in Q1 2026, an estimated $46.7K.
Intuit made up 0.12% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #113 holding.
Twin Peaks Wealth Advisors first reported a position in Intuit in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Intuit position peaked at $955K in Q1 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.