Elk River Wealth Management’s Intuit INTU Stock Holding History

Elk River Wealth Management’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	$2.16M	Sell	8,285 -4,723	-36%	-$1.65M	0.34%	46
2026 Q1	$5.62M	Sell	13,008 -501	-4%	-$239K	0.93%	30
2025 Q4	$8.94M	Sell	13,509 -294	-2%	-$194K	1.44%	20
2025 Q3	$9.43M	Sell	13,803 -93	-0.7%	-$67K	1.51%	21
2025 Q2	$10.9M	Sell	13,896 -208	-1%	-$141K	1.88%	15
2025 Q1	$8.66M	Sell	14,104 -72	-0.5%	-$43.2K	1.62%	19
2024 Q4	$8.91M	Buy	14,176 +8	+0.1%	+$5.11K	1.61%	17
2024 Q3	$8.8M	Buy	14,168 +136	+1%	+$86.8K	1.6%	18
2024 Q2	$9.22M	Buy	14,032 +120	+0.9%	+$74.4K	1.8%	14
2024 Q1	$9.04M	Sell	13,912 -1,397	-9%	-$892K	1.84%	15
2023 Q4	$9.57M	Buy	15,309 +47	+0.3%	+$25.9K	1.84%	16
2023 Q3	$7.8M	Buy	15,262 +21	+0.1%	+$10.6K	1.73%	15
2023 Q2	$6.98M	Sell	15,241 -388	-2%	-$170K	1.5%	23
2023 Q1	$6.97M	Buy	15,629 +470	+3%	+$193K	1.58%	19
2022 Q4	$5.9M	Sell	15,159 -42	-0.3%	-$16.7K	1.43%	24
2022 Q3	$5.89M	Buy	15,201 +416	+3%	+$180K	1.55%	21
2022 Q2	$5.7M	Buy	14,785 +286	+2%	+$118K	1.44%	22
2022 Q1	$6.97M	Buy	14,499 +893	+7%	+$457K	1.52%	19
2021 Q4	$8.75M	Buy	13,606 +167	+1%	+$103K	1.98%	13
2021 Q3	$7.25M	Buy	13,439 +378	+3%	+$204K	1.83%	14
2021 Q2	$6.4M	Buy	13,061 +155	+1%	+$67.2K	1.66%	20
2021 Q1	$4.94M	Buy	12,906 +1,039	+9%	+$400K	1.41%	23
2020 Q4	$4.51M	Buy	+11,867	New	+$4.17M	1.49%	21

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

Elk River Wealth Management's INTU Position: Q2 2026 in Review

Elk River Wealth Management reduced its Intuit (INTU) stake by 36% in Q2 2026, selling an estimated $1.65M and leaving 8,285 shares worth $2.16M. The position accounts for 0.34% of the portfolio, ranked #46.

Elk River Wealth Management first reported a position in INTU in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Elk River Wealth Management held 8,285 shares of Intuit worth $2.16M as of Q2 2026.
Elk River Wealth Management sold 4,723 Intuit shares in Q2 2026, an estimated $1.65M.
Intuit made up 0.34% of Elk River Wealth Management's portfolio in Q2 2026, its #46 holding.
Elk River Wealth Management first reported a position in Intuit in Q4 2020 and has held it in 23 quarters since.
Elk River Wealth Management's Intuit position peaked at $10.9M in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.