GenTrust’s Intuit INTU Stock Holding History

GenTrust’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	-724	Closed	-$313K	–	251
2026 Q1	$313K	Buy	724 +412	+132%	+$197K	0.01%	202
2025 Q4	$207K	Sell	312 -199	-39%	-$132K	0.01%	271
2025 Q3	$349K	Buy	511 +86	+20%	+$62K	0.02%	157
2025 Q2	$335K	Sell	425 -283	-40%	-$192K	0.02%	143
2025 Q1	$434K	Buy	708 +1	+0.1%	+$601	0.02%	133
2024 Q4	$444K	Buy	707 +1	+0.1%	+$639	0.02%	136
2024 Q3	$438K	Buy	+706	New	+$451K	0.02%	135

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 $3.37T AUM 44.26% 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

GenTrust's INTU Position: Q2 2026 in Review

GenTrust sold out of Intuit (INTU) in Q2 2026, closing a stake of 724 shares — an estimated $313K sold.

GenTrust first reported a position in INTU in Q3 2024 and held it in 7 quarters. The position peaked at $444K in Q4 2024. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

GenTrust reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
GenTrust sold 724 Intuit shares in Q2 2026, an estimated $313K.
GenTrust first reported a position in Intuit in Q3 2024 and held it in 7 quarters.
GenTrust's Intuit position peaked at $444K in Q4 2024.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.