IAG Wealth Partners’s Intuit INTU Stock Holding History

IAG Wealth Partners’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	$4.44K	Hold	17	–	–	﹤0.01%	425
2026 Q1	$7.35K	Hold	17	–	–	﹤0.01%	403
2025 Q4	$11.3K	Hold	17	–	–	﹤0.01%	350
2025 Q3	$11.6K	Hold	17	–	–	﹤0.01%	358
2025 Q2	$13.4K	Hold	17	–	–	﹤0.01%	317
2025 Q1	$10.4K	Hold	17	–	–	﹤0.01%	336
2024 Q4	$10.7K	Hold	17	–	–	﹤0.01%	336
2024 Q3	$10.6K	Hold	17	–	–	﹤0.01%	337
2024 Q2	$11.2K	Hold	17	–	–	﹤0.01%	317
2024 Q1	$11.1K	Hold	17	–	–	﹤0.01%	304
2023 Q4	$10.6K	Hold	17	–	–	﹤0.01%	299
2023 Q3	$8.69K	Hold	17	–	–	﹤0.01%	312
2023 Q2	$7.79K	Hold	17	–	–	﹤0.01%	338
2023 Q1	$7.58K	Hold	17	–	–	﹤0.01%	344
2022 Q4	$6.62K	Hold	17	–	–	﹤0.01%	332
2022 Q3	$7K	Hold	17	–	–	﹤0.01%	306
2022 Q2	$7K	Hold	17	–	–	﹤0.01%	309
2022 Q1	$8K	Hold	17	–	–	﹤0.01%	319
2021 Q4	$11K	Hold	17	–	–	﹤0.01%	289
2021 Q3	$10K	Hold	17	–	–	﹤0.01%	270
2021 Q2	$9K	Buy	+17	New	+$7.37K	﹤0.01%	273
2020 Q3	–	Sell	-4	Closed	-$2K	–	397
2020 Q2	$2K	Hold	4	–	–	﹤0.01%	354
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	387
2019 Q4	$2K	Buy	+4	New	+$1.05K	﹤0.01%	378

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

IAG Wealth Partners's INTU Position: Q2 2026 in Review

IAG Wealth Partners held its Intuit (INTU) position steady in Q2 2026 at 17 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

IAG Wealth Partners first reported a position in INTU in Q4 2019 and has held it in 24 quarters since. The position peaked at $13.4K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

IAG Wealth Partners held 17 shares of Intuit worth $4.44K as of Q2 2026.
IAG Wealth Partners left its Intuit share count unchanged in Q2 2026.
Intuit made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #425 holding.
IAG Wealth Partners first reported a position in Intuit in Q4 2019 and has held it in 24 quarters since.
IAG Wealth Partners's Intuit position peaked at $13.4K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.