49 Wealth Management’s Intuit INTU Stock Holding History

49 Wealth Management’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	-925	Closed	-$400K	–	233
2026 Q1	$400K	Buy	925 +480	+108%	+$229K	0.03%	129
2025 Q4	$295K	Buy	445 +144	+48%	+$95.2K	0.02%	154
2025 Q3	$206K	Buy	+301	New	+$217K	0.02%	183

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

49 Wealth Management's INTU Position: Q2 2026 in Review

49 Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 925 shares — an estimated $400K sold.

49 Wealth Management first reported a position in INTU in Q3 2025 and held it in 3 quarters. The position peaked at $400K in Q1 2026. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

49 Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 925 Intuit shares in Q2 2026, an estimated $400K.
49 Wealth Management first reported a position in Intuit in Q3 2025 and held it in 3 quarters.
49 Wealth Management's Intuit position peaked at $400K in Q1 2026.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.