PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Intuit INTU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$3.16K	Sell	12 -441	-97%	-$154K	﹤0.01%	484
2026 Q1	$196K	Buy	453 +79	+21%	+$37.7K	0.06%	171
2025 Q4	$248K	Buy	374 +16	+4%	+$10.6K	0.07%	155
2025 Q3	$245K	Sell	358 -15	-4%	-$10.8K	0.08%	137
2025 Q2	$294K	Buy	373 +88	+31%	+$59.6K	0.1%	114
2025 Q1	$175K	Buy	285 +49	+21%	+$29.4K	0.07%	145
2024 Q4	$149K	Buy	236 +3	+1%	+$1.92K	0.06%	157
2024 Q3	$145K	Hold	233	–	–	0.07%	119
2024 Q2	$153K	Hold	233	–	–	0.09%	113
2024 Q1	$152K	Hold	233	–	–	0.1%	111
2023 Q4	$146K	Buy	+233	New	+$129K	0.09%	119

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s INTU Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Intuit (INTU) stake by 97% in Q2 2026, selling an estimated $154K and leaving 12 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $294K in Q2 2025. 988 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 12 shares of Intuit worth $3.16K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 441 Intuit shares in Q2 2026, an estimated $154K.
Intuit made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #484 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Intuit position peaked at $294K in Q2 2025.
988 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.