1776 Wealth’s Intuit INTU Stock Holding History

1776 Wealth’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 Q2	–	Sell	-709	Closed	-$307K	–	154
2026 Q1	$307K	Hold	709	–	–	0.12%	117
2025 Q4	$470K	Sell	709 -23	-3%	-$15.2K	0.18%	91
2025 Q3	$500K	Buy	+732	New	+$528K	0.19%	86

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1776 Wealth's INTU Position: Q2 2026 in Review

1776 Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 709 shares — an estimated $307K sold.

1776 Wealth first reported a position in INTU in Q3 2025 and held it in 3 quarters. The position peaked at $500K in Q3 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

1776 Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
1776 Wealth sold 709 Intuit shares in Q2 2026, an estimated $307K.
1776 Wealth first reported a position in Intuit in Q3 2025 and held it in 3 quarters.
1776 Wealth's Intuit position peaked at $500K in Q3 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.