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Foundations Investment Advisors’s Intuit INTU Stock Holding History

Foundations Investment Advisors’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 		$207K Buy
792
+80
+11% +$27.9K ﹤0.01% 1133
2026
Q1 		$308K Sell
712
-48
-6% -$22.9K ﹤0.01% 894
2025
Q4 		$503K Buy
760
+62
+9% +$41K 0.01% 711
2025
Q3 		$477K Buy
698
+4
+0.6% +$2.88K 0.01% 668
2025
Q2 		$546K Buy
694
+164
+31% +$111K 0.01% 552
2025
Q1 		$326K Sell
530
-136
-20% -$81.7K 0.01% 689
2024
Q4 		$419K Buy
666
+264
+66% +$169K 0.01% 573
2024
Q3 		$250K Buy
402
+30
+8% +$19.1K 0.01% 691
2024
Q2 		$245K Sell
372
-349
-48% -$216K 0.01% 663
2024
Q1 		$469K Sell
721
-31
-4% -$19.8K 0.01% 478
2023
Q4 		$476K Buy
+752
New +$415K 0.01% 443

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

Foundations Investment Advisors's INTU Position: Q2 2026 in Review

Foundations Investment Advisors increased its Intuit (INTU) stake by 11% in Q2 2026, buying an estimated $27.9K and bringing the position to 792 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Foundations Investment Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $546K in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Foundations Investment Advisors held 792 shares of Intuit worth $207K as of Q2 2026.
  • Foundations Investment Advisors bought 80 Intuit shares in Q2 2026, an estimated $27.9K.
  • Intuit made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1133 holding.
  • Foundations Investment Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Foundations Investment Advisors's Intuit position peaked at $546K in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.