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Warren Street Wealth Advisors’s Intuit INTU Stock Holding History

Warren Street Wealth 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 		– Sell
-520
Closed -$344K – 138
2025
Q4 		$344K Buy
520
+11
+2% +$7.27K 0.1% 73
2025
Q3 		$348K Buy
509
+17
+3% +$12.3K 0.1% 85
2025
Q2 		$388K Buy
492
+41
+9% +$27.7K 0.13% 77
2025
Q1 		$277K Hold
451
– – 0.11% 85
2024
Q4 		$283K Buy
451
+25
+6% +$16K 0.12% 80
2024
Q3 		$265K Hold
426
– – 0.11% 81
2024
Q2 		$280K Buy
426
+25
+6% +$15.5K 0.14% 79
2024
Q1 		$261K Buy
401
+2
+0.5% +$1.28K 0.13% 82
2023
Q4 		$249K Buy
+399
New +$220K 0.14% 76

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

Warren Street Wealth Advisors's INTU Position: Q1 2026 in Review

Warren Street Wealth Advisors sold out of Intuit (INTU) in Q1 2026, closing a stake of 520 shares — an estimated $344K sold.

Warren Street Wealth Advisors first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $388K in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Warren Street Wealth Advisors reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 520 Intuit shares in Q1 2026, an estimated $344K.
  • Warren Street Wealth Advisors first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Warren Street Wealth Advisors's Intuit position peaked at $388K in Q2 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.