Angeles Wealth Management’s Intuit INTU Stock Holding History

Angeles 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	$612K	Buy	2,345 +1,001	+74%	+$349K	0.03%	239
2026 Q1	$581K	Sell	1,344 -2,884	-68%	-$1.38M	0.03%	208
2025 Q4	$2.8M	Buy	4,228 +159	+4%	+$105K	0.15%	59
2025 Q3	$2.78M	Buy	4,069 +3,199	+368%	+$2.31M	0.17%	53
2025 Q2	$685K	Buy	870 +264	+44%	+$179K	0.05%	146
2025 Q1	$372K	Buy	606 +163	+37%	+$97.9K	0.03%	171
2024 Q4	$278K	Buy	443 +52	+13%	+$33.2K	0.02%	231
2024 Q3	$243K	Buy	391 +5	+1%	+$3.19K	0.02%	237
2024 Q2	$254K	Hold	386	–	–	0.02%	202
2024 Q1	$251K	Buy	+386	New	+$246K	0.03%	188
2022 Q2	–	Sell	-460	Closed	-$221K	–	205
2022 Q1	$221K	Buy	+460	New	+$236K	0.04%	154

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

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

Angeles Wealth Management increased its Intuit (INTU) stake by 74% in Q2 2026, buying an estimated $349K and bringing the position to 2,345 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #239.

Angeles Wealth Management first reported a position in INTU in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.8M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Angeles Wealth Management held 2,345 shares of Intuit worth $612K as of Q2 2026.
Angeles Wealth Management bought 1,001 Intuit shares in Q2 2026, an estimated $349K.
Intuit made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #239 holding.
Angeles Wealth Management first reported a position in Intuit in Q1 2022 and has held it in 11 quarters since.
Angeles Wealth Management's Intuit position peaked at $2.8M in Q4 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.