United Advisor Group’s Intuit INTU Stock Holding History

United Advisor Group’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	$480K	Buy	1,111 +661	+147%	+$315K	0.06%	296
2025 Q4	$298K	Buy	450 +22	+5%	+$14.5K	0.04%	377
2025 Q3	$292K	Buy	+428	New	+$309K	0.04%	362
2025 Q2	–	Sell	-594	Closed	-$365K	–	391
2025 Q1	$365K	Buy	594 +235	+65%	+$141K	0.07%	243
2024 Q4	$226K	Buy	+359	New	+$229K	0.04%	338
2024 Q3	–	Sell	-484	Closed	-$318K	–	349
2024 Q2	$318K	Buy	484 +160	+49%	+$99.2K	0.1%	191
2024 Q1	$211K	Buy	+324	New	+$207K	0.08%	202

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

United Advisor Group's INTU Position: Q1 2026 in Review

United Advisor Group increased its Intuit (INTU) stake by 147% in Q1 2026, buying an estimated $315K and bringing the position to 1,111 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #296.

United Advisor Group first reported a position in INTU in Q1 2024 and has held it in 7 quarters since. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

United Advisor Group held 1,111 shares of Intuit worth $480K as of Q1 2026.
United Advisor Group bought 661 Intuit shares in Q1 2026, an estimated $315K.
Intuit made up 0.06% of United Advisor Group's portfolio in Q1 2026, its #296 holding.
United Advisor Group first reported a position in Intuit in Q1 2024 and has held it in 7 quarters since.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.