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Endowment Wealth Management’s Intuit INTU Stock Holding History

Endowment 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 		– Sell
-661
Closed -$286K – 187
2026
Q1 		$286K Buy
661
+159
+32% +$75.8K 0.13% 111
2025
Q4 		$332K Sell
502
-21
-4% -$13.9K 0.15% 102
2025
Q3 		$357K Buy
523
+1
+0.2% +$721 0.16% 100
2025
Q2 		$411K Sell
522
-12
-2% -$8.12K 0.21% 87
2025
Q1 		$328K Buy
534
+11
+2% +$6.61K 0.21% 94
2024
Q4 		$329K Sell
523
-16
-3% -$10.2K 0.22% 90
2024
Q3 		$335K Sell
539
-17
-3% -$10.9K 0.22% 91
2024
Q2 		$366K Buy
556
+1
+0.2% +$620 0.27% 75
2024
Q1 		$361K Sell
555
-29
-5% -$18.5K 0.27% 81
2023
Q4 		$365K Sell
584
-18
-3% -$9.93K 0.3% 73
2023
Q3 		$308K Buy
602
+2
+0.3% +$1.01K 0.28% 89
2023
Q2 		$275K Buy
+600
New +$263K 0.25% 102

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Endowment Wealth Management's INTU Position: Q2 2026 in Review

Endowment Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 661 shares — an estimated $286K sold.

Endowment Wealth Management first reported a position in INTU in Q2 2023 and held it in 12 quarters. The position peaked at $411K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Endowment Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Endowment Wealth Management sold 661 Intuit shares in Q2 2026, an estimated $286K.
  • Endowment Wealth Management first reported a position in Intuit in Q2 2023 and held it in 12 quarters.
  • Endowment Wealth Management's Intuit position peaked at $411K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.