Evoke Wealth’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 |
-2,902
| Closed | -$1.26M | – | 314 |
|
|
2026
Q1 | $1.26M | Sell |
2,902
-3,076
| -51% | -$1.47M | 0.02% | 240 |
|
|
2025
Q4 | $3.96M | Buy |
5,978
+15
| +0.3% | +$9.91K | 0.07% | 107 |
|
|
2025
Q3 | $4.07M | Sell |
5,963
-1,111
| -16% | -$801K | 0.08% | 100 |
|
|
2025
Q2 | $5.57M | Buy |
7,074
+399
| +6% | +$270K | 0.13% | 74 |
|
|
2025
Q1 | $4.1M | Sell |
6,675
-79
| -1% | -$47.4K | 0.11% | 79 |
|
|
2024
Q4 | $4.24M | Buy |
6,754
+117
| +2% | +$74.8K | 0.12% | 78 |
|
|
2024
Q3 | $4.12M | Buy |
+6,637
| New | +$4.24M | 0.11% | 81 |
|
|
2024
Q2 | – | Sell |
-6,676
| Closed | -$4.34M | – | 236 |
|
|
2024
Q1 | $4.34M | Buy |
+6,676
| New | +$4.26M | 0.13% | 76 |
|
|
2023
Q4 | – | Sell |
-5,500
| Closed | -$2.81M | – | 211 |
|
|
2023
Q3 | $2.81M | Sell |
5,500
-900
| -14% | -$455K | 0.1% | 96 |
|
|
2023
Q2 | $2.93M | Buy |
6,400
+15
| +0.2% | +$6.57K | 0.1% | 91 |
|
|
2023
Q1 | $2.85M | Buy |
6,385
+30
| +0.5% | +$12.3K | 0.1% | 96 |
|
|
2022
Q4 | $2.47M | Hold |
6,355
| – | – | 0.09% | 103 |
|
|
2022
Q3 | $2.46M | Sell |
6,355
-5
| -0.1% | -$2.16K | 0.1% | 92 |
|
|
2022
Q2 | $2.45M | Buy |
6,360
+29
| +0.5% | +$12K | 0.09% | 99 |
|
|
2022
Q1 | $3.04M | Sell |
6,331
-2
| -0% | -$1.02K | 0.1% | 95 |
|
|
2021
Q4 | $4.07M | Hold |
6,333
| – | – | 0.13% | 83 |
|
|
2021
Q3 | $3.42M | Sell |
6,333
-21
| -0.3% | -$11.3K | 0.13% | 92 |
|
|
2021
Q2 | $3.12M | Buy |
6,354
+5,009
| +372% | +$2.17M | 0.12% | 96 |
|
|
2021
Q1 | $515K | Buy |
1,345
+57
| +4% | +$21.9K | 0.02% | 213 |
|
|
2020
Q4 | $489K | Hold |
1,288
| – | – | 0.03% | 151 |
|
|
2020
Q3 | $420K | Hold |
1,288
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $382K | Buy |
1,288
+2
| +0.2% | +$549 | 0.04% | 136 |
|
|
2020
Q1 | $296K | Sell |
1,286
-40
| -3% | -$10.8K | 0.04% | 142 |
|
|
2019
Q4 | $347K | Sell |
1,326
-15
| -1% | -$3.92K | 0.04% | 154 |
|
|
2019
Q3 | $357K | Buy |
+1,341
| New | +$369K | 0.04% | 176 |
|
Other funds holding INTU
Evoke Wealth's INTU Position: Q2 2026 in Review
Evoke Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,902 shares — an estimated $1.26M sold.
Evoke Wealth first reported a position in INTU in Q3 2019 and held it in 25 quarters. The position peaked at $5.57M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Evoke Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 2,902 Intuit shares in Q2 2026, an estimated $1.26M.
- Evoke Wealth first reported a position in Intuit in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's Intuit position peaked at $5.57M in Q2 2025.
- 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.