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Bennett Associates Wealth Management’s Intuit INTU Stock Holding History

Bennett Associates 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 		$221K Buy
+847
New +$295K 0.14% 52
2026
Q1 		– Sell
-307
Closed -$203K – 61
2025
Q4 		$203K Buy
+307
New +$203K 0.14% 57

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

Bennett Associates Wealth Management's INTU Position: Q2 2026 in Review

Bennett Associates Wealth Management opened a new position in Intuit (INTU) in Q2 2026: 847 shares worth $221K. The stake represents 0.14% of the portfolio and ranks #52 among its holdings. This is a return to the name: Bennett Associates Wealth Management previously reported a position in INTU as recently as Q4 2025.

Bennett Associates Wealth Management first reported a position in INTU in Q4 2025 and has held it in 2 quarters since. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Bennett Associates Wealth Management held 847 shares of Intuit worth $221K as of Q2 2026.
  • Intuit was a new Bennett Associates Wealth Management position in Q2 2026.
  • Intuit made up 0.14% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Bennett Associates Wealth Management first reported a position in Intuit in Q4 2025 and has held it in 2 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.