Clark Wealth Partners’s Intuit INTU Stock Holding History

Clark Wealth Partners’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	$29.4K	Sell	113 -16	-12%	-$5.57K	0.02%	152
2026 Q1	$55.7K	Sell	129 -11	-8%	-$5.25K	0.04%	94
2025 Q4	$92.6K	Hold	140	–	–	0.06%	75
2025 Q3	$92.6K	Sell	140 -11	-7%	-$7.93K	0.06%	75
2025 Q2	$119K	Buy	151 +38	+34%	+$25.7K	0.08%	54
2025 Q1	$69.1K	Sell	113 -13	-10%	-$7.81K	0.05%	73
2024 Q4	$79.4K	Buy	+126	New	+$80.5K	0.06%	59

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 $3.37T AUM 44.26% 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

Clark Wealth Partners's INTU Position: Q2 2026 in Review

Clark Wealth Partners reduced its Intuit (INTU) stake by 12% in Q2 2026, selling an estimated $5.57K and leaving 113 shares worth $29.4K. The position accounts for 0.02% of the portfolio, ranked #152.

Clark Wealth Partners first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q2 2025. 1,643 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Clark Wealth Partners held 113 shares of Intuit worth $29.4K as of Q2 2026.
Clark Wealth Partners sold 16 Intuit shares in Q2 2026, an estimated $5.57K.
Intuit made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #152 holding.
Clark Wealth Partners first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's Intuit position peaked at $119K in Q2 2025.
1,643 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.