Founders Financial Alliance’s Intuit INTU Stock Holding History

Founders Financial Alliance’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	–	Sell	-937	Closed	-$405K	–	804
2026 Q1	$405K	Sell	937 -32	-3%	-$15.3K	0.07%	243
2025 Q4	$642K	Buy	969 +1	+0.1%	+$661	0.12%	167
2025 Q3	$661K	Buy	968 +41	+4%	+$29.6K	0.12%	157
2025 Q2	$730K	Sell	927 -10	-1%	-$6.77K	0.17%	128
2025 Q1	$575K	Buy	937 +247	+36%	+$148K	0.14%	154
2024 Q4	$434K	Buy	690 +14	+2%	+$8.95K	0.12%	167
2024 Q3	$420K	Hold	676	–	–	0.12%	174
2024 Q2	$444K	Buy	676 +300	+80%	+$186K	0.13%	153
2024 Q1	$244K	Sell	376 -59	-14%	-$37.7K	0.07%	232
2023 Q4	$272K	Buy	435 +9	+2%	+$4.96K	0.11%	194
2023 Q3	$218K	Sell	426 -91	-18%	-$46K	0.1%	214
2023 Q2	$237K	Buy	+517	New	+$226K	0.09%	228
2022 Q1	–	Sell	-386	Closed	-$249K	–	457
2021 Q4	$249K	Buy	+386	New	+$238K	0.1%	212
2020 Q4	–	Sell	-282	Closed	-$95K	–	832
2020 Q3	$95K	Buy	+282	New	+$88.2K	0.06%	275

Other funds holding INTU

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Founders Financial Alliance's INTU Position: Q2 2026 in Review

Founders Financial Alliance sold out of Intuit (INTU) in Q2 2026, closing a stake of 937 shares — an estimated $405K sold.

Founders Financial Alliance first reported a position in INTU in Q3 2020 and held it in 14 quarters. The position peaked at $730K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Founders Financial Alliance reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 937 Intuit shares in Q2 2026, an estimated $405K.
Founders Financial Alliance first reported a position in Intuit in Q3 2020 and held it in 14 quarters.
Founders Financial Alliance's Intuit position peaked at $730K in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.