Curated Wealth Partners’s Intuit INTU Stock Holding History

Curated 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
2024 Q2	–	Sell	-1,337	Closed	-$869K	–	198
2024 Q1	$869K	Buy	+1,337	New	+$853K	0.13%	53

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

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

Curated Wealth Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,512 shares — an estimated $654K sold.

Curated Wealth Partners first reported a position in INTU in Q4 2020 and held it in 20 quarters. The position peaked at $1.24M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Curated Wealth Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 1,512 Intuit shares in Q2 2026, an estimated $654K.
Curated Wealth Partners first reported a position in Intuit in Q4 2020 and held it in 20 quarters.
Curated Wealth Partners's Intuit position peaked at $1.24M in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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