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Valley Wealth Managers’s Intuit INTU Stock Holding History

Valley Wealth Managers’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 		$706K Buy
1,633
+596
+57% +$284K 0.05% 145
2025
Q4 		$687K Sell
1,037
-37
-3% -$24.4K 0.04% 151
2025
Q3 		$733K Buy
+1,074
New +$774K 0.05% 140

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

Valley Wealth Managers's INTU Position: Q1 2026 in Review

Valley Wealth Managers increased its Intuit (INTU) stake by 57% in Q1 2026, buying an estimated $284K and bringing the position to 1,633 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #145.

Valley Wealth Managers first reported a position in INTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $733K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Valley Wealth Managers held 1,633 shares of Intuit worth $706K as of Q1 2026.
  • Valley Wealth Managers bought 596 Intuit shares in Q1 2026, an estimated $284K.
  • Intuit made up 0.05% of Valley Wealth Managers's portfolio in Q1 2026, its #145 holding.
  • Valley Wealth Managers first reported a position in Intuit in Q3 2025 and has held it in 3 quarters since.
  • Valley Wealth Managers's Intuit position peaked at $733K in Q3 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.