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Wealth Management Associates’s Intuit INTU Stock Holding History

Wealth Management Associates’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
-576
Closed -$382K – 243
2025
Q4 		$382K Buy
576
+5
+0.9% +$3.3K 0.13% 143
2025
Q3 		$390K Hold
571
– – 0.14% 140
2025
Q2 		$450K Buy
571
+9
+2% +$6.09K 0.18% 111
2025
Q1 		$345K Sell
562
-5
-0.9% -$3K 0.15% 130
2024
Q4 		$356K Hold
567
– – 0.15% 132
2024
Q3 		$352K Hold
567
– – 0.15% 135
2024
Q2 		$373K Hold
567
– – 0.17% 118
2024
Q1 		$373K Sell
567
-88
-13% -$56.2K 0.17% 118
2023
Q4 		$409K Sell
655
-131
-17% -$72.3K 0.22% 97
2023
Q3 		$402K Buy
786
+66
+9% +$33.4K 0.23% 92
2023
Q2 		$330K Sell
720
-56
-7% -$24.5K 0.19% 113
2023
Q1 		$346K Sell
776
-50
-6% -$20.5K 0.21% 106
2022
Q4 		$321K Sell
826
-375
-31% -$149K 0.21% 109
2022
Q3 		$465K Buy
1,201
+51
+4% +$22K 0.33% 81
2022
Q2 		$443K Hold
1,150
– – 0.3% 81
2022
Q1 		$553K Hold
1,150
– – 0.31% 80
2021
Q4 		$740K Hold
1,150
– – 0.4% 64
2021
Q3 		$620K Hold
1,150
– – 0.36% 69
2021
Q2 		$564K Hold
1,150
– – 0.32% 74
2021
Q1 		$441K Hold
1,150
– – 0.28% 92
2020
Q4 		$437K Buy
1,150
+121
+12% +$42.5K 0.29% 91
2020
Q3 		$336K Buy
1,029
+230
+29% +$72K 0.26% 96
2020
Q2 		$237K Buy
+799
New +$219K 0.2% 122
2020
Q1 		– Sell
-799
Closed -$209K – 133
2019
Q4 		$209K Buy
+799
New +$209K 0.15% 143

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealth Management Associates's INTU Position: Q1 2026 in Review

Wealth Management Associates sold out of Intuit (INTU) in Q1 2026, closing a stake of 576 shares — an estimated $382K sold.

Wealth Management Associates first reported a position in INTU in Q4 2019 and held it in 24 quarters. The position peaked at $740K in Q4 2021. 2,012 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Wealth Management Associates reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Associates sold 576 Intuit shares in Q1 2026, an estimated $382K.
  • Wealth Management Associates first reported a position in Intuit in Q4 2019 and held it in 24 quarters.
  • Wealth Management Associates's Intuit position peaked at $740K in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.