UF
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Univest Financial’s Intuit INTU Stock Holding History

Univest Financial’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 		$2.58M Buy
5,975
+2,707
+83% +$1.29M 0.15% 107
2025
Q4 		$2.16M Buy
3,268
+3
+0.1% +$1.98K 0.11% 125
2025
Q3 		$2.23M Sell
3,265
-94
-3% -$67.8K 0.12% 113
2025
Q2 		$2.65M Buy
3,359
+63
+2% +$42.6K 0.16% 102
2025
Q1 		$2.02M Buy
3,296
+407
+14% +$244K 0.13% 115
2024
Q4 		$1.82M Buy
2,889
+623
+27% +$398K 0.11% 122
2024
Q3 		$1.41M Buy
+2,266
New +$1.45M 0.09% 131

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

Univest Financial's INTU Position: Q1 2026 in Review

Univest Financial increased its Intuit (INTU) stake by 83% in Q1 2026, buying an estimated $1.29M and bringing the position to 5,975 shares worth $2.58M. The position accounts for 0.15% of the portfolio, ranked #107.

Univest Financial first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Univest Financial held 5,975 shares of Intuit worth $2.58M as of Q1 2026.
  • Univest Financial bought 2,707 Intuit shares in Q1 2026, an estimated $1.29M.
  • Intuit made up 0.15% of Univest Financial's portfolio in Q1 2026, its #107 holding.
  • Univest Financial first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Intuit position peaked at $2.65M in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.