Alpha Family Trust’s Intuit INTU Stock Holding History

Alpha Family Trust’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	-2,425	Closed	-$1.05M	–	212
2026 Q1	$1.05M	Buy	2,425 +275	+13%	+$131K	0.51%	33
2025 Q4	$1.42M	Hold	2,150	–	–	0.65%	23
2025 Q3	$1.47M	Hold	2,150	–	–	0.69%	19
2025 Q2	$1.69M	Buy	2,150 +485	+29%	+$328K	0.84%	18
2025 Q1	$1.02M	Buy	1,665 +415	+33%	+$249K	0.6%	32
2024 Q4	$786K	Buy	1,250 +345	+38%	+$220K	0.44%	35
2024 Q3	$562K	Hold	905	–	–	0.31%	56
2024 Q2	$595K	Hold	905	–	–	0.35%	55
2024 Q1	$588K	Hold	905	–	–	0.36%	53
2023 Q4	$566K	Hold	905	–	–	0.38%	48
2023 Q3	$462K	Hold	905	–	–	0.35%	57
2023 Q2	$415K	Hold	905	–	–	0.29%	59
2023 Q1	$403K	Buy	905 +370	+69%	+$152K	0.32%	59
2022 Q4	$208K	Buy	+535	New	+$212K	0.19%	112

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

Alpha Family Trust's INTU Position: Q2 2026 in Review

Alpha Family Trust sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,425 shares — an estimated $1.05M sold.

Alpha Family Trust first reported a position in INTU in Q4 2022 and held it in 14 quarters. The position peaked at $1.69M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Alpha Family Trust reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Alpha Family Trust sold 2,425 Intuit shares in Q2 2026, an estimated $1.05M.
Alpha Family Trust first reported a position in Intuit in Q4 2022 and held it in 14 quarters.
Alpha Family Trust's Intuit position peaked at $1.69M in Q2 2025.
1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.