Basepoint Wealth’s Intuit INTU Stock Holding History

Basepoint Wealth’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	$2.11K	Sell	8 -5	-38%	-$1.74K	﹤0.01%	515
2026 Q1	$5.65K	Hold	13	–	–	﹤0.01%	471
2025 Q4	$8.64K	Buy	+13	New	+$8.59K	0.01%	412

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

Basepoint Wealth's INTU Position: Q2 2026 in Review

Basepoint Wealth reduced its Intuit (INTU) stake by 38% in Q2 2026, selling an estimated $1.74K and leaving 8 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Basepoint Wealth first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.64K in Q4 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Basepoint Wealth held 8 shares of Intuit worth $2.11K as of Q2 2026.
Basepoint Wealth sold 5 Intuit shares in Q2 2026, an estimated $1.74K.
Intuit made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #515 holding.
Basepoint Wealth first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
Basepoint Wealth's Intuit position peaked at $8.64K in Q4 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.