Envestnet Portfolio Solutions
INTU icon

Envestnet Portfolio Solutions’s Intuit INTU Stock Holding History

Envestnet Portfolio Solutions’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 		$1.69M Sell
6,473
-3,123
-33% -$1.09M 0.01% 539
2026
Q1 		$4.15M Sell
9,596
-18,292
-66% -$8.73M 0.02% 319
2025
Q4 		$18.5M Sell
27,888
-2,838
-9% -$1.88M 0.06% 154
2025
Q3 		$21M Buy
30,726
+8,291
+37% +$5.98M 0.08% 130
2025
Q2 		$17.7M Sell
22,435
-836
-4% -$566K 0.07% 141
2025
Q1 		$14.3M Sell
23,271
-4,227
-15% -$2.54M 0.05% 171
2024
Q4 		$17.3M Sell
27,498
-270
-1% -$173K 0.06% 155
2024
Q3 		$17.2M Buy
27,768
+480
+2% +$306K 0.06% 165
2024
Q2 		$17.9M Buy
27,288
+580
+2% +$360K 0.06% 152
2024
Q1 		$17.4M Buy
26,708
+1,952
+8% +$1.25M 0.07% 153
2023
Q4 		$15.5M Buy
24,756
+678
+3% +$374K 0.06% 149
2023
Q3 		$12.3M Buy
+24,078
New +$12.2M 0.06% 160

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

Envestnet Portfolio Solutions's INTU Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Intuit (INTU) stake by 33% in Q2 2026, selling an estimated $1.09M and leaving 6,473 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #539.

Envestnet Portfolio Solutions first reported a position in INTU in Q3 2023 and has held it in 12 quarters since. The position peaked at $21M in Q3 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,473 shares of Intuit worth $1.69M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 3,123 Intuit shares in Q2 2026, an estimated $1.09M.
  • Intuit made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #539 holding.
  • Envestnet Portfolio Solutions first reported a position in Intuit in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Intuit position peaked at $21M in Q3 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.