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USA Financial Formulas’s Intuit INTU Stock Holding History

USA Financial Formulas’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 		$7.35K Hold
17
– – ﹤0.01% 315
2025
Q4 		$11.3K Sell
17
-2,435
-99% -$1.61M ﹤0.01% 277
2025
Q3 		$1.67M Buy
+2,452
New +$1.77M 0.3% 27
2025
Q1 		– Sell
-25
Closed -$15.7K – 329
2024
Q4 		$15.7K Buy
25
+1
+4% +$639 ﹤0.01% 280
2024
Q3 		$14.9K Sell
24
-2,074
-99% -$1.32M ﹤0.01% 255
2024
Q2 		$1.38M Sell
2,098
-1,114
-35% -$691K 0.22% 31
2024
Q1 		$2.09M Sell
3,212
-1,306
-29% -$834K 0.34% 15
2023
Q4 		$2.82M Buy
4,518
+3,888
+617% +$2.14M 0.49% 15
2023
Q3 		$322K Buy
630
+626
+15,650% +$317K 0.48% 59
2023
Q2 		$1.83K Hold
4
– – ﹤0.01% 309
2023
Q1 		$1.78K Buy
+4
New +$1.64K ﹤0.01% 230
2022
Q3 		$2K Sell
6
-9
-60% -$3.89K ﹤0.01% 180
2022
Q2 		$6K Buy
15
+1
+7% +$414 0.01% 150
2022
Q1 		$7K Sell
14
-4,720
-100% -$2.42M 0.01% 167
2021
Q4 		$3.04M Buy
4,734
+1,020
+27% +$630K 2.61% 4
2021
Q3 		$2M Buy
3,714
+1,289
+53% +$695K 1.79% 3
2021
Q2 		$1.19M Buy
2,425
+2,421
+60,525% +$1.05M 1% 25
2021
Q1 		$2K Sell
4
-2,089
-100% -$804K ﹤0.01% 267
2020
Q4 		$795K Buy
2,093
+2,080
+16,000% +$730K 0.63% 73
2020
Q3 		$4K Hold
13
– – ﹤0.01% 183
2020
Q2 		$4K Buy
+13
New +$3.57K ﹤0.01% 101
2020
Q1 		– Sell
-9
Closed -$2K – 263
2019
Q4 		$2K Buy
+9
New +$2.35K ﹤0.01% 203
2017
Q3 		– Sell
-3,527
Closed -$468K – 291
2017
Q2 		$468K Buy
+3,527
New +$457K 0.11% 175

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

USA Financial Formulas's INTU Position: Q1 2026 in Review

USA Financial Formulas held its Intuit (INTU) position steady in Q1 2026 at 17 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

USA Financial Formulas first reported a position in INTU in Q2 2017 and has held it in 23 quarters since. The position peaked at $3.04M in Q4 2021. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • USA Financial Formulas held 17 shares of Intuit worth $7.35K as of Q1 2026.
  • USA Financial Formulas left its Intuit share count unchanged in Q1 2026.
  • Intuit made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #315 holding.
  • USA Financial Formulas first reported a position in Intuit in Q2 2017 and has held it in 23 quarters since.
  • USA Financial Formulas's Intuit position peaked at $3.04M in Q4 2021.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.