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Centennial Wealth Advisory’s Intuit INTU Stock Holding History

Centennial Wealth Advisory’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 		$419K Buy
1,606
+917
+133% +$319K 0.09% 135
2026
Q1 		$298K Buy
+689
New +$329K 0.07% 134

Other funds holding INTU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centennial Wealth Advisory's INTU Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Intuit (INTU) stake by 133% in Q2 2026, buying an estimated $319K and bringing the position to 1,606 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #135.

Centennial Wealth Advisory first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Centennial Wealth Advisory held 1,606 shares of Intuit worth $419K as of Q2 2026.
  • Centennial Wealth Advisory bought 917 Intuit shares in Q2 2026, an estimated $319K.
  • Intuit made up 0.09% of Centennial Wealth Advisory's portfolio in Q2 2026, its #135 holding.
  • Centennial Wealth Advisory first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.