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Founders Financial Securities’s Intuit INTU Stock Holding History

Founders Financial Securities’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
-2,019
Closed -$730K – 567
2026
Q1 		$730K Sell
2,019
-319
-14% -$152K 0.04% 321
2025
Q4 		$1.55M Buy
2,338
+287
+14% +$190K 0.09% 210
2025
Q3 		$1.4M Buy
2,051
+446
+28% +$322K 0.1% 197
2025
Q2 		$1.26M Buy
1,605
+13
+0.8% +$8.8K 0.1% 202
2025
Q1 		$984K Buy
1,592
+450
+39% +$270K 0.08% 223
2024
Q4 		$718K Buy
1,142
+217
+23% +$139K 0.06% 221
2024
Q3 		$574K Buy
925
+63
+7% +$40.2K 0.05% 246
2024
Q2 		$567K Buy
862
+143
+20% +$88.7K 0.05% 265
2024
Q1 		$467K Buy
719
+26
+4% +$16.6K 0.05% 273
2023
Q4 		$433K Buy
693
+53
+8% +$29.2K 0.05% 265
2023
Q3 		$327K Buy
640
+56
+10% +$28.3K 0.04% 260
2023
Q2 		$268K Buy
+584
New +$256K 0.04% 275

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

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

Founders Financial Securities sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,019 shares — an estimated $730K sold.

Founders Financial Securities first reported a position in INTU in Q2 2023 and held it in 12 quarters. The position peaked at $1.55M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Founders Financial Securities reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Securities sold 2,019 Intuit shares in Q2 2026, an estimated $730K.
  • Founders Financial Securities first reported a position in Intuit in Q2 2023 and held it in 12 quarters.
  • Founders Financial Securities's Intuit position peaked at $1.55M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.