Ariadne Wealth Management’s Intuit INTU Stock Holding History

Ariadne 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	–	Sell	-765	Closed	-$331K	–	268
2026 Q1	$331K	Buy	765 +91	+14%	+$43.4K	0.15%	156
2025 Q4	$268K	Sell	674 -223	-25%	-$147K	0.11%	192
2025 Q3	$583K	Buy	897 +30	+3%	+$21.6K	0.26%	88
2025 Q2	$617K	Buy	867 +12	+1%	+$8.12K	0.3%	73
2025 Q1	$559K	Buy	855 +9	+1%	+$5.41K	0.29%	81
2024 Q4	$496K	Buy	846 +64	+8%	+$40.9K	0.23%	88
2024 Q3	$527K	Buy	+782	New	+$499K	0.29%	65

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

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

Ariadne Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 765 shares — an estimated $331K sold.

Ariadne Wealth Management first reported a position in INTU in Q3 2024 and held it in 7 quarters. The position peaked at $617K in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Ariadne Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Ariadne Wealth Management sold 765 Intuit shares in Q2 2026, an estimated $331K.
Ariadne Wealth Management first reported a position in Intuit in Q3 2024 and held it in 7 quarters.
Ariadne Wealth Management's Intuit position peaked at $617K in Q2 2025.
1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.