IMG Wealth Management’s Intuit INTU Stock Holding History

IMG 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	$46.5K	Sell	178 -59	-25%	-$20.6K	0.03%	191
2026 Q1	$102K	Buy	237 +21	+10%	+$10K	0.07%	139
2025 Q4	$143K	Buy	216 +17	+9%	+$11.2K	0.09%	111
2025 Q3	$136K	Buy	199 +1	+0.5%	+$721	0.09%	106
2025 Q2	$156K	Buy	198 +21	+12%	+$14.2K	0.12%	93
2025 Q1	$109K	Sell	177 -28	-14%	-$16.8K	0.1%	99
2024 Q4	$129K	Buy	+205	New	+$131K	0.12%	92

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

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

IMG Wealth Management reduced its Intuit (INTU) stake by 25% in Q2 2026, selling an estimated $20.6K and leaving 178 shares worth $46.5K. The position accounts for 0.03% of the portfolio, ranked #191.

IMG Wealth Management first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $156K in Q2 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

IMG Wealth Management held 178 shares of Intuit worth $46.5K as of Q2 2026.
IMG Wealth Management sold 59 Intuit shares in Q2 2026, an estimated $20.6K.
Intuit made up 0.03% of IMG Wealth Management's portfolio in Q2 2026, its #191 holding.
IMG Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Intuit position peaked at $156K in Q2 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.