U.S. Capital Wealth Advisors’s Intuit INTU Stock Holding History

U.S. Capital 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	$229K	Buy	529 +122	+30%	+$58.2K	0.01%	905
2025 Q4	$270K	Buy	407 +46	+13%	+$30.4K	0.01%	838
2025 Q3	$247K	Buy	361 +9	+3%	+$6.49K	0.01%	831
2025 Q2	$277K	Buy	+352	New	+$238K	0.01%	741
2024 Q3	–	Sell	-373	Closed	-$245K	–	710
2024 Q2	$245K	Sell	373 -114	-23%	-$70.7K	0.01%	605
2024 Q1	$317K	Sell	487 -163	-25%	-$104K	0.01%	556
2023 Q4	$406K	Buy	650 +65	+11%	+$35.9K	0.02%	492
2023 Q3	$299K	Buy	585 +10	+2%	+$5.06K	0.01%	520
2023 Q2	$264K	Sell	575 -31	-5%	-$13.6K	0.01%	564
2023 Q1	$270K	Buy	606 +82	+16%	+$33.7K	0.01%	556
2022 Q4	$204K	Buy	+524	New	+$208K	0.01%	598
2022 Q1	–	Sell	-329	Closed	-$212K	–	726
2021 Q4	$212K	Buy	+329	New	+$203K	0.01%	676

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

U.S. Capital Wealth Advisors's INTU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Intuit (INTU) stake by 30% in Q1 2026, buying an estimated $58.2K and bringing the position to 529 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #905.

U.S. Capital Wealth Advisors first reported a position in INTU in Q4 2021 and has held it in 12 quarters since. The position peaked at $406K in Q4 2023. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

U.S. Capital Wealth Advisors held 529 shares of Intuit worth $229K as of Q1 2026.
U.S. Capital Wealth Advisors bought 122 Intuit shares in Q1 2026, an estimated $58.2K.
Intuit made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #905 holding.
U.S. Capital Wealth Advisors first reported a position in Intuit in Q4 2021 and has held it in 12 quarters since.
U.S. Capital Wealth Advisors's Intuit position peaked at $406K in Q4 2023.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.