Eagle Wealth Advisors’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,030
Closed -$445K 105
2026
Q1
$445K Buy
1,030
+119
+13% +$56.8K 0.41% 54
2025
Q4
$603K Buy
+911
New +$602K 0.51% 36

Other funds holding INTU

Eagle Wealth Advisors's INTU Position: Q2 2026 in Review

Eagle Wealth Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,030 shares — an estimated $445K sold.

Eagle Wealth Advisors first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $603K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Eagle Wealth Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Eagle Wealth Advisors sold 1,030 Intuit shares in Q2 2026, an estimated $445K.
  • Eagle Wealth Advisors first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
  • Eagle Wealth Advisors's Intuit position peaked at $603K in Q4 2025.
  • 1,736 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Eagle Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.