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Financial Gravity Companies’s Intuit INTU Stock Holding History

Financial Gravity Companies’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 		$1.7M Buy
+6,503
New +$2.27M 0.28% 70
2025
Q2 		$3.1M Buy
+3,940
New +$2.67M 0.61% 41
2024
Q4 		$2.05M Buy
3,261
+78
+2% +$49.8K 0.47% 53
2024
Q3 		$1.98M Buy
+3,183
New +$2.03M 0.53% 49
2018
Q4 		$118K Buy
+550
New +$114K 0.11% 187
2018
Q1 		$71K Buy
382
+62
+19% +$10.4K 0.07% 240
2017
Q4 		$54K Buy
+320
New +$48.8K 0.06% 269

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 $3.37T AUM 44.26% 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

Financial Gravity Companies's INTU Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Intuit (INTU) in Q2 2026: 6,503 shares worth $1.7M. The stake represents 0.28% of the portfolio and ranks #70 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in INTU as recently as Q2 2025.

Financial Gravity Companies first reported a position in INTU in Q4 2017 and has held it in 7 quarters since. The position peaked at $3.1M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Financial Gravity Companies held 6,503 shares of Intuit worth $1.7M as of Q2 2026.
  • Intuit was a new Financial Gravity Companies position in Q2 2026.
  • Intuit made up 0.28% of Financial Gravity Companies's portfolio in Q2 2026, its #70 holding.
  • Financial Gravity Companies first reported a position in Intuit in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Intuit position peaked at $3.1M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.