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Wealth Preservation Advisors’s Intuit INTU Stock Holding History

Wealth Preservation 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 		$37.2K Buy
+86
New +$41K 0.03% 212

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 Preservation Advisors's INTU Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Intuit (INTU) in Q1 2026: 86 shares worth $37.2K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings.

2,002 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Wealth Preservation Advisors held 86 shares of Intuit worth $37.2K as of Q1 2026.
  • Intuit was a new Wealth Preservation Advisors position in Q1 2026.
  • Intuit made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #212 holding.
  • 2,002 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.