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Wealthspire Advisors (New York)’s Intuit INTU Stock Holding History

Wealthspire Advisors (New York)’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 		$755K Sell
1,746
-2,773
-61% -$1.32M 0.01% 467
2025
Q4 		$2.99M Buy
4,519
+2,519
+126% +$1.66M 0.02% 231
2025
Q3 		$1.37M Sell
2,000
-348
-15% -$251K 0.01% 335
2025
Q2 		$1.85M Buy
2,348
+283
+14% +$192K 0.01% 289
2025
Q1 		$1.27M Sell
2,065
-212
-9% -$127K 0.01% 341
2024
Q4 		$1.43M Buy
2,277
+102
+5% +$65.2K 0.01% 300
2024
Q3 		$1.35M Sell
2,175
-35
-2% -$22.3K 0.01% 318
2024
Q2 		$1.45M Sell
2,210
-138
-6% -$85.6K 0.02% 251
2024
Q1 		$1.53M Sell
2,348
-128
-5% -$81.7K 0.02% 241
2023
Q4 		$1.55M Buy
2,476
+79
+3% +$43.6K 0.02% 237
2023
Q3 		$1.22M Buy
2,397
+1,429
+148% +$723K 0.02% 250
2023
Q2 		$444K Buy
968
+42
+5% +$18.4K 0.01% 387
2023
Q1 		$413K Buy
+926
New +$380K 0.01% 384
2022
Q4 		– Sell
-840
Closed -$325K – 595
2022
Q3 		$325K Sell
840
-87
-9% -$37.6K 0.01% 401
2022
Q2 		$357K Buy
927
+21
+2% +$8.7K 0.01% 366
2022
Q1 		$436K Sell
906
-662
-42% -$339K 0.01% 290
2021
Q4 		$1.01M Sell
1,568
-139
-8% -$85.8K 0.02% 223
2021
Q3 		$921K Buy
1,707
+780
+84% +$420K 0.02% 260
2021
Q2 		$454K Sell
927
-2,885
-76% -$1.25M 0.01% 236
2021
Q1 		$1.46M Buy
3,812
+558
+17% +$215K 0.03% 212
2020
Q4 		$1.24M Buy
3,254
+1,488
+84% +$523K 0.04% 182
2020
Q3 		$576K Buy
1,766
+66
+4% +$20.6K 0.03% 165
2020
Q2 		$504K Sell
1,700
-2,386
-58% -$655K 0.04% 154
2020
Q1 		$940K Buy
4,086
+3,268
+400% +$885K 0.04% 208
2019
Q4 		$214K Buy
+818
New +$214K 0.02% 194
2019
Q1 		– Sell
-1,006
Closed -$198K – 407
2018
Q4 		$198K Buy
+1,006
New +$209K 0.02% 67

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

Wealthspire Advisors (New York)'s INTU Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Intuit (INTU) stake by 61% in Q1 2026, selling an estimated $1.32M and leaving 1,746 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #467.

Wealthspire Advisors (New York) first reported a position in INTU in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.99M in Q4 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Wealthspire Advisors (New York) held 1,746 shares of Intuit worth $755K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,773 Intuit shares in Q1 2026, an estimated $1.32M.
  • Intuit made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #467 holding.
  • Wealthspire Advisors (New York) first reported a position in Intuit in Q4 2018 and has held it in 26 quarters since.
  • Wealthspire Advisors (New York)'s Intuit position peaked at $2.99M in Q4 2025.
  • 2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.