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	$104K	Buy	+400	New	+$139K	0.03%	178

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

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. 1,747 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.
1,747 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.