Elevated Private Wealth’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$4.07K Buy
+4
New +$2.64K ﹤0.01% 91

Other funds holding INTU

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

Elevated Private Wealth opened a new position in Intuit (INTU) in Q2 2026: 3,995 shares worth $1.04M. The stake represents 0.99% of the portfolio and ranks #42 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in INTU as recently as Q4 2025.

Elevated Private Wealth first reported a position in INTU in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.42M in Q4 2025. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Elevated Private Wealth held 3,995 shares of Intuit worth $1.04M as of Q2 2026.
  • Intuit was a new Elevated Private Wealth position in Q2 2026.
  • Intuit made up 0.99% of Elevated Private Wealth's portfolio in Q2 2026, its #42 holding.
  • Elevated Private Wealth first reported a position in Intuit in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Intuit position peaked at $1.42M in Q4 2025.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.