Wallace Advisory Group’s Intuit INTU Stock Holding History

Wallace Advisory Group’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	$228K	Sell	527 -160	-23%	-$76.3K	0.24%	112
2025 Q4	$455K	Sell	687 -184	-21%	-$122K	0.48%	49
2025 Q3	$686K	Sell	871 -50	-5%	-$36K	0.55%	43
2025 Q2	$565K	Sell	921 -10	-1%	-$6.77K	0.41%	68
2025 Q1	$585K	Sell	931 -4	-0.4%	-$2.4K	0.41%	68
2024 Q4	$581K	Sell	935 -39	-4%	-$24.9K	0.4%	63
2024 Q3	$640K	Hold	974	–	–	0.47%	50
2024 Q2	$640K	Sell	974 -50	-5%	-$31K	0.46%	51
2024 Q1	$640K	Sell	1,024 -88	-8%	-$56.2K	0.48%	51
2023 Q4	$568K	Sell	1,112 -70	-6%	-$38.6K	0.45%	48
2023 Q3	$542K	Buy	1,182 +87	+8%	+$44K	0.39%	60
2023 Q2	$488K	Hold	1,095	–	–	0.37%	72
2023 Q1	$488K	Buy	1,095 +41	+4%	+$16.8K	0.37%	72
2022 Q4	$410K	Buy	+1,054	New	+$418K	0.32%	84

Other funds holding INTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wallace Advisory Group's INTU Position: Q1 2026 in Review

Wallace Advisory Group reduced its Intuit (INTU) stake by 23% in Q1 2026, selling an estimated $76.3K and leaving 527 shares worth $228K. The position accounts for 0.24% of the portfolio, ranked #112.

Wallace Advisory Group first reported a position in INTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $686K in Q3 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Wallace Advisory Group held 527 shares of Intuit worth $228K as of Q1 2026.
Wallace Advisory Group sold 160 Intuit shares in Q1 2026, an estimated $76.3K.
Intuit made up 0.24% of Wallace Advisory Group's portfolio in Q1 2026, its #112 holding.
Wallace Advisory Group first reported a position in Intuit in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Intuit position peaked at $686K in Q3 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.