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Basecamp Wealth Advisors’s Intuit INTU Stock Holding History

Basecamp Wealth Advisors’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 		$200K Buy
766
+42
+6% +$14.6K 0.04% 266
2026
Q1 		$313K Buy
724
+52
+8% +$24.8K 0.06% 183
2025
Q4 		$445K Buy
+672
New +$444K 0.09% 129

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's INTU Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Intuit (INTU) stake by 5.8% in Q2 2026, buying an estimated $14.6K and bringing the position to 766 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #266.

Basecamp Wealth Advisors first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $445K in Q4 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Basecamp Wealth Advisors held 766 shares of Intuit worth $200K as of Q2 2026.
  • Basecamp Wealth Advisors bought 42 Intuit shares in Q2 2026, an estimated $14.6K.
  • Intuit made up 0.04% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Basecamp Wealth Advisors first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Intuit position peaked at $445K in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.