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Accretive Wealth Partners’s Intuit INTU Stock Holding History

Accretive Wealth Partners’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 		$540K Sell
2,070
-120
-5% -$41.8K 0.13% 120
2026
Q1 		$947K Buy
2,190
+36
+2% +$17.2K 0.27% 90
2025
Q4 		$1.43M Sell
2,154
-114
-5% -$75.3K 0.42% 70
2025
Q3 		$1.55M Buy
2,268
+219
+11% +$158K 0.47% 67
2025
Q2 		$1.61M Buy
2,049
+18
+0.9% +$12.2K 0.53% 60
2025
Q1 		$1.27M Buy
2,031
+180
+10% +$108K 0.45% 70
2024
Q4 		$1.16M Sell
1,851
-2
-0.1% -$1.28K 0.49% 68
2024
Q3 		$1.15M Sell
1,853
-17
-0.9% -$10.9K 0.48% 71
2024
Q2 		$1.23M Buy
1,870
+1
+0.1% +$620 0.51% 65
2024
Q1 		$1.18M Hold
1,869
– – 0.52% 61
2023
Q4 		$1.17M Buy
1,869
+4
+0.2% +$2.21K 0.56% 62
2023
Q3 		$953K Buy
1,865
+23
+1% +$11.6K 0.57% 59
2023
Q2 		$844K Buy
1,842
+92
+5% +$40.3K 0.5% 68
2023
Q1 		$780K Buy
1,750
+70
+4% +$28.7K 0.5% 66
2022
Q4 		$654K Buy
1,680
+65
+4% +$25.8K 0.45% 72
2022
Q3 		$626K Buy
1,615
+26
+2% +$11.2K 0.48% 69
2022
Q2 		$612K Sell
1,589
-47
-3% -$19.5K 0.44% 76
2022
Q1 		$787K Buy
1,636
+34
+2% +$17.4K 0.49% 74
2021
Q4 		$1.03M Sell
1,602
-749
-32% -$462K 0.66% 57
2021
Q3 		$1.27M Buy
2,351
+37
+2% +$19.9K 0.89% 36
2021
Q2 		$1.13M Buy
2,314
+462
+25% +$200K 0.82% 45
2021
Q1 		$709K Buy
1,852
+208
+13% +$80.1K 0.64% 68
2020
Q4 		$624K Buy
+1,644
New +$577K 0.62% 67

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accretive Wealth Partners's INTU Position: Q2 2026 in Review

Accretive Wealth Partners reduced its Intuit (INTU) stake by 5.5% in Q2 2026, selling an estimated $41.8K and leaving 2,070 shares worth $540K. The position accounts for 0.13% of the portfolio, ranked #120.

Accretive Wealth Partners first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q2 2025. 1,746 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Accretive Wealth Partners held 2,070 shares of Intuit worth $540K as of Q2 2026.
  • Accretive Wealth Partners sold 120 Intuit shares in Q2 2026, an estimated $41.8K.
  • Intuit made up 0.13% of Accretive Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Accretive Wealth Partners first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
  • Accretive Wealth Partners's Intuit position peaked at $1.61M in Q2 2025.
  • 1,746 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.