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XML Financial’s Intuit INTU Stock Holding History

XML Financial’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
-341
Closed -$226K – 443
2025
Q4 		$226K Sell
341
-17
-5% -$11.2K 0.02% 390
2025
Q3 		$245K Hold
358
– – 0.02% 347
2025
Q2 		$282K Sell
358
-2
-0.6% -$1.35K 0.02% 311
2025
Q1 		$221K Sell
360
-35
-9% -$21K 0.02% 327
2024
Q4 		$248K Buy
395
+66
+20% +$42.2K 0.02% 312
2024
Q3 		$204K Sell
329
-262
-44% -$167K 0.02% 327
2024
Q2 		$388K Buy
591
+20
+4% +$12.4K 0.04% 245
2024
Q1 		$371K Buy
571
+1
+0.2% +$638 0.04% 252
2023
Q4 		$356K Buy
570
+50
+10% +$27.6K 0.04% 249
2023
Q3 		$266K Hold
520
– – 0.03% 274
2023
Q2 		$238K Hold
520
– – 0.03% 299
2023
Q1 		$232K Hold
520
– – 0.03% 298
2022
Q4 		$202K Hold
520
– – 0.03% 308
2022
Q3 		$201K Buy
+520
New +$225K 0.03% 289

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

XML Financial's INTU Position: Q1 2026 in Review

XML Financial sold out of Intuit (INTU) in Q1 2026, closing a stake of 341 shares — an estimated $226K sold.

XML Financial first reported a position in INTU in Q3 2022 and held it in 14 quarters. The position peaked at $388K in Q2 2024. 2,015 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • XML Financial reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • XML Financial sold 341 Intuit shares in Q1 2026, an estimated $226K.
  • XML Financial first reported a position in Intuit in Q3 2022 and held it in 14 quarters.
  • XML Financial's Intuit position peaked at $388K in Q2 2024.
  • 2,015 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.