IWA
INTU icon

Icon Wealth Advisors’s Intuit INTU Stock Holding History

Icon Wealth Advisors’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 		$1.05M Buy
4,007
+490
+14% +$171K 0.06% 179
2026
Q1 		$1.39M Sell
3,517
-675
-16% -$322K 0.09% 140
2025
Q4 		$2.78M Sell
4,192
-703
-14% -$465K 0.19% 85
2025
Q3 		$3.34M Buy
4,895
+2,193
+81% +$1.58M 0.23% 71
2025
Q2 		$2.13M Buy
2,702
+755
+39% +$511K 0.15% 111
2025
Q1 		$1.2M Sell
1,947
-579
-23% -$348K 0.1% 143
2024
Q4 		$1.59M Sell
2,526
-73
-3% -$46.6K 0.13% 119
2024
Q3 		$1.61M Sell
2,599
-10
-0.4% -$6.38K 0.13% 109
2024
Q2 		$1.69M Buy
2,609
+1,231
+89% +$764K 0.15% 104
2024
Q1 		$896K Buy
+1,378
New +$880K 0.08% 145

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

Icon Wealth Advisors's INTU Position: Q2 2026 in Review

Icon Wealth Advisors increased its Intuit (INTU) stake by 14% in Q2 2026, buying an estimated $171K and bringing the position to 4,007 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #179.

Icon Wealth Advisors first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.34M in Q3 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Icon Wealth Advisors held 4,007 shares of Intuit worth $1.05M as of Q2 2026.
  • Icon Wealth Advisors bought 490 Intuit shares in Q2 2026, an estimated $171K.
  • Intuit made up 0.06% of Icon Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Icon Wealth Advisors first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
  • Icon Wealth Advisors's Intuit position peaked at $3.34M in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.