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Forefront Wealth Partners’s Intuit INTU Stock Holding History

Forefront Wealth Partners’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 		$259K Sell
992
-169
-15% -$58.9K 0.08% 159
2026
Q1 		$502K Buy
+1,161
New +$554K 0.21% 95

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

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

Forefront Wealth Partners reduced its Intuit (INTU) stake by 15% in Q2 2026, selling an estimated $58.9K and leaving 992 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #159.

Forefront Wealth Partners first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. The position peaked at $502K in Q1 2026. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Forefront Wealth Partners held 992 shares of Intuit worth $259K as of Q2 2026.
  • Forefront Wealth Partners sold 169 Intuit shares in Q2 2026, an estimated $58.9K.
  • Intuit made up 0.08% of Forefront Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Forefront Wealth Partners first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • Forefront Wealth Partners's Intuit position peaked at $502K in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.