Brady Martz Wealth Solutions’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$448K Buy
1,718
+46
+3% +$16K 0.07% 154
2026
Q1
$723K Buy
1,672
+585
+54% +$279K 0.12% 111
2025
Q4
$720K Buy
1,087
+541
+99% +$357K 0.13% 110
2025
Q3
$373K Hold
546
0.07% 131
2025
Q2
$430K Sell
546
-4
-0.7% -$2.71K 0.08% 124
2025
Q1
$338K Buy
550
+2
+0.4% +$1.2K 0.08% 122
2024
Q4
$342K Buy
+548
New +$350K 0.08% 121

Other funds holding INTU

Brady Martz Wealth Solutions's INTU Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Intuit (INTU) stake by 2.8% in Q2 2026, buying an estimated $16K and bringing the position to 1,718 shares worth $448K. The position accounts for 0.07% of the portfolio, ranked #154.

Brady Martz Wealth Solutions first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $723K in Q1 2026. 407 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Brady Martz Wealth Solutions held 1,718 shares of Intuit worth $448K as of Q2 2026.
  • Brady Martz Wealth Solutions bought 46 Intuit shares in Q2 2026, an estimated $16K.
  • Intuit made up 0.07% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #154 holding.
  • Brady Martz Wealth Solutions first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Brady Martz Wealth Solutions's Intuit position peaked at $723K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.