Financial Consulate’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
$7.05K Sell
27
-20
-43% -$6.97K ﹤0.01% 767
2026
Q1
$20.3K Sell
47
-475
-91% -$227K ﹤0.01% 486
2025
Q4
$346K Sell
522
-97
-16% -$64.1K 0.05% 111
2025
Q3
$423K Buy
+619
New +$446K 0.06% 104

Other funds holding INTU

Financial Consulate's INTU Position: Q2 2026 in Review

Financial Consulate reduced its Intuit (INTU) stake by 43% in Q2 2026, selling an estimated $6.97K and leaving 27 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Financial Consulate first reported a position in INTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $423K in Q3 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Financial Consulate held 27 shares of Intuit worth $7.05K as of Q2 2026.
  • Financial Consulate sold 20 Intuit shares in Q2 2026, an estimated $6.97K.
  • Intuit made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #767 holding.
  • Financial Consulate first reported a position in Intuit in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Intuit position peaked at $423K in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.