Wealth Management Partners’s Intuit INTU Stock Holding History

Wealth Management Partners’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	-531	Closed	-$352K	–	149
2025 Q4	$352K	Hold	531	–	–	0.1%	115
2025 Q3	$363K	Sell	531 -10	-2%	-$7.21K	0.12%	110
2025 Q2	$424K	Sell	541 -1	-0.2%	-$677	0.15%	98
2025 Q1	$333K	Sell	542 -23	-4%	-$13.8K	0.15%	91
2024 Q4	$355K	Sell	565 -73	-11%	-$46.6K	0.15%	89
2024 Q3	$396K	Buy	638 +1	+0.2%	+$638	0.18%	83
2024 Q2	$419K	Buy	637 +29	+5%	+$18K	0.2%	72
2024 Q1	$395K	Buy	608 +3	+0.5%	+$1.92K	0.2%	80
2023 Q4	$378K	Buy	605 +54	+10%	+$29.8K	0.21%	76
2023 Q3	$282K	Buy	551 +52	+10%	+$26.3K	0.18%	88
2023 Q2	$229K	Buy	+499	New	+$219K	0.14%	104
2022 Q2	–	Sell	-1,000	Closed	-$203K	–	106
2022 Q1	$203K	Hold	1,000	–	–	0.14%	108
2021 Q4	$271K	Buy	+1,000	New	+$617K	0.19%	90

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 Management Partners's INTU Position: Q1 2026 in Review

Wealth Management Partners sold out of Intuit (INTU) in Q1 2026, closing a stake of 531 shares — an estimated $352K sold.

Wealth Management Partners first reported a position in INTU in Q4 2021 and held it in 13 quarters. The position peaked at $424K in Q2 2025. 2,004 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Wealth Management Partners reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
Wealth Management Partners sold 531 Intuit shares in Q1 2026, an estimated $352K.
Wealth Management Partners first reported a position in Intuit in Q4 2021 and held it in 13 quarters.
Wealth Management Partners's Intuit position peaked at $424K in Q2 2025.
2,004 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wealth Management Partners's 13F filing for Q1 2026, filed 17 Apr 2026.