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GeoWealth Management’s Intuit INTU Stock Holding History

GeoWealth Management’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 		$1.87M Sell
7,170
-1,991
-22% -$694K 0.06% 186
2026
Q1 		$3.96M Buy
9,161
+1,441
+19% +$687K 0.14% 92
2025
Q4 		$5.11M Buy
7,720
+4,662
+152% +$3.08M 0.19% 76
2025
Q3 		$2.09M Sell
3,058
-29
-0.9% -$20.9K 0.08% 171
2025
Q2 		$2.43M Buy
3,087
+214
+7% +$145K 0.09% 127
2025
Q1 		$1.76M Sell
2,873
-517
-15% -$310K 0.07% 162
2024
Q4 		$2.13M Buy
3,390
+180
+6% +$115K 0.07% 180
2024
Q3 		$1.99M Sell
3,210
-201
-6% -$128K 0.07% 188
2024
Q2 		$2.24M Buy
3,411
+609
+22% +$378K 0.1% 147
2024
Q1 		$1.82M Buy
2,802
+1,007
+56% +$643K 0.07% 190
2023
Q4 		$1.12M Buy
+1,795
New +$990K 0.09% 197
2023
Q2 		– Sell
-2
Closed -$1K – 455
2023
Q1 		$1K Sell
2
-783
-100% -$321K ﹤0.01% 377
2022
Q4 		$305K Sell
785
-826
-51% -$328K 0.03% 195
2022
Q3 		$624K Sell
1,611
-96
-6% -$41.5K 0.07% 145
2022
Q2 		$658K Sell
1,707
-151
-8% -$62.5K 0.09% 132
2022
Q1 		$893K Buy
1,858
+302
+19% +$155K 0.08% 158
2021
Q4 		$1M Buy
1,556
+1,287
+478% +$794K 0.08% 149
2021
Q3 		$145K Buy
+269
New +$145K 0.01% 303

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

GeoWealth Management's INTU Position: Q2 2026 in Review

GeoWealth Management reduced its Intuit (INTU) stake by 22% in Q2 2026, selling an estimated $694K and leaving 7,170 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #186.

GeoWealth Management first reported a position in INTU in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.11M in Q4 2025. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • GeoWealth Management held 7,170 shares of Intuit worth $1.87M as of Q2 2026.
  • GeoWealth Management sold 1,991 Intuit shares in Q2 2026, an estimated $694K.
  • Intuit made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #186 holding.
  • GeoWealth Management first reported a position in Intuit in Q3 2021 and has held it in 18 quarters since.
  • GeoWealth Management's Intuit position peaked at $5.11M in Q4 2025.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.