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VestGen Advisors’s Intuit INTU Stock Holding History

VestGen 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 		$378K Buy
974
+263
+37% +$125K 0.01% 755
2025
Q4 		$471K Sell
711
-462
-39% -$305K 0.02% 500
2025
Q3 		$801K Sell
1,173
-1,157
-50% -$834K 0.03% 401
2025
Q2 		$1.83M Buy
2,330
+1,543
+196% +$1.04M 0.07% 226
2025
Q1 		$483K Buy
+787
New +$473K 0.02% 390

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

VestGen Advisors's INTU Position: Q1 2026 in Review

VestGen Advisors increased its Intuit (INTU) stake by 37% in Q1 2026, buying an estimated $125K and bringing the position to 974 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #755.

VestGen Advisors first reported a position in INTU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • VestGen Advisors held 974 shares of Intuit worth $378K as of Q1 2026.
  • VestGen Advisors bought 263 Intuit shares in Q1 2026, an estimated $125K.
  • Intuit made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #755 holding.
  • VestGen Advisors first reported a position in Intuit in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Intuit position peaked at $1.83M in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.