Circle Wealth Management’s Intuit INTU Stock Holding History

Circle 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	–	Sell	-2,657	Closed	-$1.15M	–	268
2026 Q1	$1.15M	Sell	2,657 -586	-18%	-$280K	0.02%	118
2025 Q4	$2.15M	Sell	3,243 -258	-7%	-$170K	0.03%	80
2025 Q3	$2.39M	Sell	3,501 -341	-9%	-$246K	0.05%	72
2025 Q2	$3.03M	Buy	3,842 +391	+11%	+$265K	0.07%	66
2025 Q1	$2.12M	Buy	3,451 +865	+33%	+$519K	0.05%	70
2024 Q4	$1.63M	Buy	2,586 +267	+12%	+$171K	0.03%	83
2024 Q3	$1.44M	Buy	2,319 +1,312	+130%	+$837K	0.03%	90
2024 Q2	$662K	Buy	+1,007	New	+$625K	0.02%	132
2023 Q4	–	Sell	-662	Closed	-$338K	–	193
2023 Q3	$338K	Buy	+662	New	+$335K	0.01%	161
2022 Q2	–	Sell	-607	Closed	-$292K	–	170
2022 Q1	$292K	Sell	607 -85	-12%	-$43.5K	0.04%	158
2021 Q4	$445K	Buy	692 +15	+2%	+$9.26K	0.06%	132
2021 Q3	$365K	Sell	677 -870	-56%	-$469K	0.05%	139
2021 Q2	$758K	Sell	1,547 -313	-17%	-$136K	0.11%	95
2021 Q1	$712K	Buy	1,860 +6	+0.3%	+$2.31K	0.11%	85
2020 Q4	$704K	Buy	+1,854	New	+$651K	0.1%	113

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 $3.38T AUM 44.17% 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

Circle Wealth Management's INTU Position: Q2 2026 in Review

Circle Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,657 shares — an estimated $1.15M sold.

Circle Wealth Management first reported a position in INTU in Q4 2020 and held it in 15 quarters. The position peaked at $3.03M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Circle Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Circle Wealth Management sold 2,657 Intuit shares in Q2 2026, an estimated $1.15M.
Circle Wealth Management first reported a position in Intuit in Q4 2020 and held it in 15 quarters.
Circle Wealth Management's Intuit position peaked at $3.03M in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.