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Impact Partnership Wealth’s Intuit INTU Stock Holding History

Impact Partnership Wealth’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 		$1.62M Buy
+6,220
New +$2.17M 0.16% 92
2025
Q4 		– Sell
-1,573
Closed -$1.07M – 401
2025
Q3 		$1.07M Buy
+1,573
New +$1.13M 0.16% 86
2023
Q4 		– Sell
-9
Closed -$4.6K – 966
2023
Q3 		$4.6K Buy
9
+5
+125% +$2.53K ﹤0.01% 698
2023
Q2 		$1.83K Buy
+4
New +$1.75K ﹤0.01% 694

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

Impact Partnership Wealth's INTU Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Intuit (INTU) in Q2 2026: 6,220 shares worth $1.62M. The stake represents 0.16% of the portfolio and ranks #92 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in INTU as recently as Q3 2025.

Impact Partnership Wealth first reported a position in INTU in Q2 2023 and has held it in 4 quarters since. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Impact Partnership Wealth held 6,220 shares of Intuit worth $1.62M as of Q2 2026.
  • Intuit was a new Impact Partnership Wealth position in Q2 2026.
  • Intuit made up 0.16% of Impact Partnership Wealth's portfolio in Q2 2026, its #92 holding.
  • Impact Partnership Wealth first reported a position in Intuit in Q2 2023 and has held it in 4 quarters since.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.