Focus Partners Wealth
INTU icon

Focus Partners Wealth’s Intuit INTU Stock Holding History

Focus Partners 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 		$30.9M Sell
118,380
-13,553
-10% -$4.72M 0.03% 415
2026
Q1 		$57M Sell
131,933
-32,787
-20% -$15.6M 0.06% 266
2025
Q4 		$109M Buy
164,720
+16,147
+11% +$10.7M 0.12% 170
2025
Q3 		$101M Buy
148,573
+11,308
+8% +$8.15M 0.16% 122
2025
Q2 		$108M Buy
137,265
+358
+0.3% +$242K 0.23% 87
2025
Q1 		$84.1M Sell
136,907
-9,332
-6% -$5.6M 0.21% 103
2024
Q4 		$91.9M Buy
146,239
+2,524
+2% +$1.61M 0.24% 90
2024
Q3 		$89.2M Sell
143,715
-137,215
-49% -$87.6M 0.28% 76
2024
Q2 		$185M Buy
280,930
+195,121
+227% +$121M 0.62% 35
2024
Q1 		$55.8M Buy
85,809
+1,631
+2% +$1.04M 0.45% 51
2023
Q4 		$52.6M Buy
+84,178
New +$46.4M 0.69% 26

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

Focus Partners Wealth's INTU Position: Q2 2026 in Review

Focus Partners Wealth reduced its Intuit (INTU) stake by 10% in Q2 2026, selling an estimated $4.72M and leaving 118,380 shares worth $30.9M. The position accounts for 0.03% of the portfolio, ranked #415.

Focus Partners Wealth first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $185M in Q2 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Focus Partners Wealth held 118,380 shares of Intuit worth $30.9M as of Q2 2026.
  • Focus Partners Wealth sold 13,553 Intuit shares in Q2 2026, an estimated $4.72M.
  • Intuit made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #415 holding.
  • Focus Partners Wealth first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Intuit position peaked at $185M in Q2 2024.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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