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Cove Private Wealth’s Intuit INTU Stock Holding History

Cove Private Wealth’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 		$450K Sell
1,725
-15
-0.9% -$5.22K 0.09% 149
2026
Q1 		$752K Hold
1,740
– – 0.17% 99
2025
Q4 		$1.15M Hold
1,740
– – 0.34% 66
2025
Q3 		$1.19M Hold
1,740
– – 0.38% 64
2025
Q2 		$1.37M Hold
1,740
– – 0.48% 57
2025
Q1 		$1.07M Sell
1,740
-325
-16% -$195K 0.56% 48
2024
Q4 		$1.3M Hold
2,065
– – 0.78% 34
2024
Q3 		$1.28M Hold
2,065
– – 1% 29
2024
Q2 		$1.36M Hold
2,065
– – 1.08% 25
2024
Q1 		$1.34M Hold
2,065
– – 1.15% 27
2023
Q4 		$1.29M Buy
+2,065
New +$1.14M 1.22% 28

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

Cove Private Wealth's INTU Position: Q2 2026 in Review

Cove Private Wealth reduced its Intuit (INTU) stake by 0.86% in Q2 2026, selling an estimated $5.22K and leaving 1,725 shares worth $450K. The position accounts for 0.09% of the portfolio, ranked #149.

Cove Private Wealth first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q2 2025. 1,748 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Cove Private Wealth held 1,725 shares of Intuit worth $450K as of Q2 2026.
  • Cove Private Wealth sold 15 Intuit shares in Q2 2026, an estimated $5.22K.
  • Intuit made up 0.09% of Cove Private Wealth's portfolio in Q2 2026, its #149 holding.
  • Cove Private Wealth first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Cove Private Wealth's Intuit position peaked at $1.37M in Q2 2025.
  • 1,748 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.