Curio Wealth’s Intuit INTU Stock Holding History

Curio 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	–	Sell	-135	Closed	-$58.4K	–	590
2026 Q1	$58.4K	Buy	135 +1	+0.7%	+$477	0.02%	121
2025 Q4	$90.4K	Hold	134	–	–	0.03%	109
2025 Q3	$91.5K	Hold	134	–	–	0.04%	100
2025 Q2	$106K	Buy	134 +133	+13,300%	+$90K	0.05%	98
2025 Q1	$84.2K	Sell	1 -133	-99%	-$79.9K	0.04%	108
2024 Q4	$84.2K	Buy	+134	New	+$85.6K	0.05%	106

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

Curio Wealth's INTU Position: Q2 2026 in Review

Curio Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 135 shares — an estimated $58.4K sold.

Curio Wealth first reported a position in INTU in Q4 2024 and held it in 6 quarters. The position peaked at $106K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Curio Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 135 Intuit shares in Q2 2026, an estimated $58.4K.
Curio Wealth first reported a position in Intuit in Q4 2024 and held it in 6 quarters.
Curio Wealth's Intuit position peaked at $106K in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.