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Evolve Private Wealth’s Intuit INTU Stock Holding History

Evolve Private Wealth’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 		$422K Sell
1,617
-497
-24% -$173K 0.03% 582
2026
Q1 		$914K Buy
2,114
+929
+78% +$443K 0.05% 360
2025
Q4 		$785K Buy
+1,185
New +$783K 0.05% 367

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

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

Evolve Private Wealth reduced its Intuit (INTU) stake by 24% in Q2 2026, selling an estimated $173K and leaving 1,617 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #582.

Evolve Private Wealth first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $914K in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Evolve Private Wealth held 1,617 shares of Intuit worth $422K as of Q2 2026.
  • Evolve Private Wealth sold 497 Intuit shares in Q2 2026, an estimated $173K.
  • Intuit made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #582 holding.
  • Evolve Private Wealth first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Intuit position peaked at $914K in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.