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High Point Wealth Management’s Intuit INTU Stock Holding History

High Point 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 		$17K Hold
65
– – 0.01% 197
2026
Q1 		$28.1K Hold
65
– – 0.03% 169
2025
Q4 		$43.1K Buy
+65
New +$43K 0.04% 152

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

High Point Wealth Management's INTU Position: Q2 2026 in Review

High Point Wealth Management held its Intuit (INTU) position steady in Q2 2026 at 65 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #197.

High Point Wealth Management first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.1K in Q4 2025. 988 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • High Point Wealth Management held 65 shares of Intuit worth $17K as of Q2 2026.
  • High Point Wealth Management left its Intuit share count unchanged in Q2 2026.
  • Intuit made up 0.01% of High Point Wealth Management's portfolio in Q2 2026, its #197 holding.
  • High Point Wealth Management first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Intuit position peaked at $43.1K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.