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Advus Financial Partners, LLC’s Intuit INTU Stock Holding History

Advus Financial Partners, LLC’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
-322
Closed -$213K – 254
2025
Q4 		$213K Sell
322
-83
-20% -$54.8K 0.05% 230
2025
Q3 		$277K Sell
405
-19
-4% -$13.7K 0.07% 211
2025
Q2 		$334K Sell
424
-13
-3% -$8.8K 0.09% 176
2025
Q1 		$268K Sell
437
-7
-2% -$4.2K 0.08% 191
2024
Q4 		$279K Buy
444
+67
+18% +$42.8K 0.08% 178
2024
Q3 		$234K Hold
377
– – 0.07% 199
2024
Q2 		$248K Sell
377
-12
-3% -$7.44K 0.08% 174
2024
Q1 		$253K Buy
389
+12
+3% +$7.66K 0.08% 167
2023
Q4 		$236K Buy
+377
New +$208K 0.08% 160

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

Advus Financial Partners, LLC's INTU Position: Q1 2026 in Review

Advus Financial Partners, LLC sold out of Intuit (INTU) in Q1 2026, closing a stake of 322 shares — an estimated $213K sold.

Advus Financial Partners, LLC first reported a position in INTU in Q4 2023 and held it in 9 quarters. The position peaked at $334K in Q2 2025. 2,013 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

  • Advus Financial Partners, LLC reported no remaining Intuit position as of Q1 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 322 Intuit shares in Q1 2026, an estimated $213K.
  • Advus Financial Partners, LLC first reported a position in Intuit in Q4 2023 and held it in 9 quarters.
  • Advus Financial Partners, LLC's Intuit position peaked at $334K in Q2 2025.
  • 2,013 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2026, filed 25 Aug 2026.