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Buck Wealth Strategies’s Intuit INTU Stock Holding History

Buck Wealth Strategies’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 		$11.3M Buy
43,139
+15,213
+54% +$5.3M 1.18% 34
2026
Q1 		$12.1M Buy
27,926
+9,954
+55% +$4.75M 1.49% 27
2025
Q4 		$11.9M Buy
17,972
+1,487
+9% +$983K 1.51% 27
2025
Q3 		$11.3M Buy
16,485
+87
+0.5% +$62.7K 1.54% 21
2025
Q2 		$12.9M Buy
16,398
+1,042
+7% +$705K 1.97% 14
2025
Q1 		$9.43M Buy
15,356
+1,320
+9% +$793K 1.71% 25
2024
Q4 		$8.82M Buy
14,036
+3,035
+28% +$1.94M 1.83% 28
2024
Q3 		$6.83M Sell
11,001
-1,625
-13% -$1.04M 2.15% 23
2024
Q2 		$8.3M Buy
12,626
+7,541
+148% +$4.68M 2.45% 13
2024
Q1 		$3.31M Sell
5,085
-6,807
-57% -$4.35M 1.14% 26
2023
Q4 		$7.43M Buy
11,892
+2,532
+27% +$1.4M 2.75% 16
2023
Q3 		$4.78M Buy
9,360
+9,320
+23,300% +$4.72M 1.92% 32
2023
Q2 		$18.4K Buy
40
+32
+400% +$14K 0.01% 116
2023
Q1 		$3.63K Buy
+8
New +$3.28K ﹤0.01% 143
2022
Q3 		$4.24M Buy
+8,303
New +$3.59M 1.98% 32

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

Buck Wealth Strategies's INTU Position: Q2 2026 in Review

Buck Wealth Strategies increased its Intuit (INTU) stake by 54% in Q2 2026, buying an estimated $5.3M and bringing the position to 43,139 shares worth $11.3M. The position accounts for 1.18% of the portfolio, ranked #34.

Buck Wealth Strategies first reported a position in INTU in Q3 2022 and has held it in 15 quarters since. The position peaked at $12.9M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Buck Wealth Strategies held 43,139 shares of Intuit worth $11.3M as of Q2 2026.
  • Buck Wealth Strategies bought 15,213 Intuit shares in Q2 2026, an estimated $5.3M.
  • Intuit made up 1.18% of Buck Wealth Strategies's portfolio in Q2 2026, its #34 holding.
  • Buck Wealth Strategies first reported a position in Intuit in Q3 2022 and has held it in 15 quarters since.
  • Buck Wealth Strategies's Intuit position peaked at $12.9M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.