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Gilpin Wealth Management’s Intuit INTU Stock Holding History

Gilpin Wealth 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 		$1.57K Sell
6
-2
-25% -$697 ﹤0.01% 456
2026
Q1 		$3.46K Buy
8
+2
+33% +$954 ﹤0.01% 380
2025
Q4 		$3.98K Buy
+6
New +$3.96K ﹤0.01% 355

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

Gilpin Wealth Management's INTU Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Intuit (INTU) stake by 25% in Q2 2026, selling an estimated $697 and leaving 6 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Gilpin Wealth Management first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.98K in Q4 2025. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of Intuit worth $1.57K as of Q2 2026.
  • Gilpin Wealth Management sold 2 Intuit shares in Q2 2026, an estimated $697.
  • Intuit made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Gilpin Wealth Management first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Intuit position peaked at $3.98K in Q4 2025.
  • 1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.