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Values First Advisors’s Intuit INTU Stock Holding History

Values First Advisors’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 		$494K Buy
1,142
+33
+3% +$15.7K 0.26% 101
2025
Q4 		$734K Buy
1,109
+166
+18% +$110K 0.38% 77
2025
Q3 		$644K Sell
943
-10
-1% -$7.21K 0.34% 81
2025
Q2 		$751K Sell
953
-7
-0.7% -$4.74K 0.41% 72
2025
Q1 		$588K Hold
960
– – 0.34% 75
2024
Q4 		$603K Buy
960
+767
+397% +$490K 0.33% 84
2024
Q3 		$120K Buy
+193
New +$123K 0.07% 173

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

Values First Advisors's INTU Position: Q1 2026 in Review

Values First Advisors increased its Intuit (INTU) stake by 3% in Q1 2026, buying an estimated $15.7K and bringing the position to 1,142 shares worth $494K. The position accounts for 0.26% of the portfolio, ranked #101.

Values First Advisors first reported a position in INTU in Q3 2024 and has held it in 7 quarters since. The position peaked at $751K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Values First Advisors held 1,142 shares of Intuit worth $494K as of Q1 2026.
  • Values First Advisors bought 33 Intuit shares in Q1 2026, an estimated $15.7K.
  • Intuit made up 0.26% of Values First Advisors's portfolio in Q1 2026, its #101 holding.
  • Values First Advisors first reported a position in Intuit in Q3 2024 and has held it in 7 quarters since.
  • Values First Advisors's Intuit position peaked at $751K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.