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INTU icon

Wealth Alliance’s Intuit INTU Stock Holding History

Wealth Alliance’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 		$843K Sell
1,949
-392
-17% -$187K 0.08% 207
2025
Q4 		$1.55M Buy
2,341
+46
+2% +$30.4K 0.15% 127
2025
Q3 		$1.57M Buy
2,295
+175
+8% +$126K 0.16% 116
2025
Q2 		$1.67M Buy
2,120
+77
+4% +$52.1K 0.19% 104
2025
Q1 		$1.25M Buy
2,043
+218
+12% +$131K 0.15% 137
2024
Q4 		$1.15M Sell
1,825
-8
-0.4% -$5.11K 0.14% 148
2024
Q3 		$1.14M Sell
1,833
-38
-2% -$24.3K 0.14% 147
2024
Q2 		$1.23M Sell
1,871
-26
-1% -$16.1K 0.16% 128
2024
Q1 		$1.23M Sell
1,897
-52
-3% -$33.2K 0.16% 130
2023
Q4 		$1.22M Sell
1,949
-10
-0.5% -$5.52K 0.17% 120
2023
Q3 		$1M Sell
1,959
-312
-14% -$158K 0.16% 133
2023
Q2 		$1.04M Buy
2,271
+646
+40% +$283K 0.16% 133
2023
Q1 		$724K Buy
1,625
+668
+70% +$274K 0.12% 185
2022
Q4 		$373K Sell
957
-383
-29% -$152K 0.07% 288
2022
Q3 		$519K Buy
1,340
+330
+33% +$143K 0.1% 206
2022
Q2 		$389K Buy
1,010
+15
+2% +$6.21K 0.07% 257
2022
Q1 		$478K Sell
995
-147
-13% -$75.3K 0.1% 226
2021
Q4 		$735K Buy
1,142
+186
+19% +$115K 0.15% 158
2021
Q3 		$516K Buy
956
+34
+4% +$18.3K 0.12% 192
2021
Q2 		$452K Buy
922
+143
+18% +$62K 0.11% 222
2021
Q1 		$298K Sell
779
-316
-29% -$122K 0.08% 291
2020
Q4 		$416K Sell
1,095
-8
-0.7% -$2.81K 0.12% 201
2020
Q3 		$360K Buy
1,103
+106
+11% +$33.2K 0.13% 192
2020
Q2 		$295K Buy
997
+117
+13% +$32.1K 0.12% 222
2020
Q1 		$202K Buy
+880
New +$238K 0.11% 223

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

Wealth Alliance's INTU Position: Q1 2026 in Review

Wealth Alliance reduced its Intuit (INTU) stake by 17% in Q1 2026, selling an estimated $187K and leaving 1,949 shares worth $843K. The position accounts for 0.08% of the portfolio, ranked #207.

Wealth Alliance first reported a position in INTU in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.67M in Q2 2025. 2,003 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Wealth Alliance held 1,949 shares of Intuit worth $843K as of Q1 2026.
  • Wealth Alliance sold 392 Intuit shares in Q1 2026, an estimated $187K.
  • Intuit made up 0.08% of Wealth Alliance's portfolio in Q1 2026, its #207 holding.
  • Wealth Alliance first reported a position in Intuit in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Intuit position peaked at $1.67M in Q2 2025.
  • 2,003 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.