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Advocacy Wealth Management Services’s Intuit INTU Stock Holding History

Advocacy Wealth Management Services’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 		$8.23M Sell
31,514
-3,972
-11% -$1.38M 0.3% 57
2026
Q1 		$15.3M Buy
35,486
+10,721
+43% +$5.11M 0.68% 33
2025
Q4 		$16.4M Sell
24,765
-473
-2% -$313K 0.69% 34
2025
Q3 		$17.2M Buy
+25,238
New +$18.2M 0.75% 36

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 $3.38T AUM 44.17% 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

Advocacy Wealth Management Services's INTU Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Intuit (INTU) stake by 11% in Q2 2026, selling an estimated $1.38M and leaving 31,514 shares worth $8.23M. The position accounts for 0.3% of the portfolio, ranked #57.

Advocacy Wealth Management Services first reported a position in INTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.2M in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Advocacy Wealth Management Services held 31,514 shares of Intuit worth $8.23M as of Q2 2026.
  • Advocacy Wealth Management Services sold 3,972 Intuit shares in Q2 2026, an estimated $1.38M.
  • Intuit made up 0.3% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #57 holding.
  • Advocacy Wealth Management Services first reported a position in Intuit in Q3 2025 and has held it in 4 quarters since.
  • Advocacy Wealth Management Services's Intuit position peaked at $17.2M in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.