Wealth Group’s Intuit INTU Stock Holding History

Wealth 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	–	Sell	-323	Closed	-$214K	–	92
2025 Q4	$214K	Buy	+323	New	+$213K	0.21%	81
2025 Q2	$265K	Buy	+336	New	+$227K	0.26%	73
2025 Q1	–	Sell	-345	Closed	-$217K	–	164
2024 Q4	$217K	Buy	+345	New	+$220K	0.14%	150
2024 Q3	–	Sell	-341	Closed	-$224K	–	160
2024 Q2	$224K	Buy	341 +5	+1%	+$3.1K	0.16%	140
2024 Q1	$218K	Buy	+336	New	+$214K	0.16%	135

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

Wealth Group's INTU Position: Q1 2026 in Review

Wealth Group sold out of Intuit (INTU) in Q1 2026, closing a stake of 323 shares — an estimated $214K sold.

Wealth Group first reported a position in INTU in Q1 2024 and held it in 5 quarters. The position peaked at $265K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Wealth Group reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Wealth Group sold 323 Intuit shares in Q1 2026, an estimated $214K.
Wealth Group first reported a position in Intuit in Q1 2024 and held it in 5 quarters.
Wealth Group's Intuit position peaked at $265K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wealth Group's 13F filing for Q1 2026, filed 14 Apr 2026.