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Valmark Advisers’s Intuit INTU Stock Holding History

Valmark Advisers’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 		$1.4M Sell
3,231
-10
-0.3% -$4.77K 0.02% 296
2025
Q4 		$2.15M Sell
3,241
-1
-0% -$661 0.03% 231
2025
Q3 		$2.21M Sell
3,242
-86
-3% -$62K 0.03% 219
2025
Q2 		$2.62M Sell
3,328
-3
-0.1% -$2.03K 0.04% 182
2025
Q1 		$2.05M Buy
3,331
+2
+0.1% +$1.2K 0.03% 206
2024
Q4 		$2.09M Buy
3,329
+1,499
+82% +$958K 0.03% 200
2024
Q3 		$1.14M Buy
1,830
+2
+0.1% +$1.28K 0.02% 283
2024
Q2 		$1.2M Buy
1,828
+20
+1% +$12.4K 0.02% 250
2024
Q1 		$1.18M Buy
1,808
+45
+3% +$28.7K 0.02% 242
2023
Q4 		$1.1M Buy
1,763
+289
+20% +$159K 0.02% 237
2023
Q3 		$753K Sell
1,474
-33
-2% -$16.7K 0.02% 267
2023
Q2 		$690K Buy
1,507
+4
+0.3% +$1.75K 0.01% 283
2023
Q1 		$670K Sell
1,503
-13
-0.9% -$5.34K 0.01% 275
2022
Q4 		$590K Sell
1,516
-9
-0.6% -$3.57K 0.01% 286
2022
Q3 		$591K Buy
1,525
+6
+0.4% +$2.59K 0.01% 259
2022
Q2 		$585K Buy
1,519
+4
+0.3% +$1.66K 0.01% 269
2022
Q1 		$728K Sell
1,515
-5
-0.3% -$2.56K 0.01% 250
2021
Q4 		$978K Buy
1,520
+9
+0.6% +$5.56K 0.02% 202
2021
Q3 		$815K Sell
1,511
-38
-2% -$20.5K 0.01% 210
2021
Q2 		$759K Buy
1,549
+93
+6% +$40.3K 0.01% 227
2021
Q1 		$558K Buy
1,456
+71
+5% +$27.3K 0.01% 260
2020
Q4 		$526K Buy
+1,385
New +$486K 0.01% 254

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

Valmark Advisers's INTU Position: Q1 2026 in Review

Valmark Advisers reduced its Intuit (INTU) stake by 0.31% in Q1 2026, selling an estimated $4.77K and leaving 3,231 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #296.

Valmark Advisers first reported a position in INTU in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.62M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Valmark Advisers held 3,231 shares of Intuit worth $1.4M as of Q1 2026.
  • Valmark Advisers sold 10 Intuit shares in Q1 2026, an estimated $4.77K.
  • Intuit made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #296 holding.
  • Valmark Advisers first reported a position in Intuit in Q4 2020 and has held it in 22 quarters since.
  • Valmark Advisers's Intuit position peaked at $2.62M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.