Independent Advisor Alliance’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $578K | Sell |
2,216
-2,095
| -49% | -$730K | 0.01% | 618 |
|
|
2026
Q1 | $1.86M | Sell |
4,311
-2,175
| -34% | -$1.04M | 0.02% | 579 |
|
|
2025
Q4 | $4.3M | Sell |
6,486
-281
| -4% | -$186K | 0.1% | 156 |
|
|
2025
Q3 | $4.62M | Sell |
6,767
-3,391
| -33% | -$2.44M | 0.12% | 146 |
|
|
2025
Q2 | $8M | Buy |
10,158
+587
| +6% | +$397K | 0.23% | 73 |
|
|
2025
Q1 | $5.88M | Sell |
9,571
-625
| -6% | -$375K | 0.19% | 90 |
|
|
2024
Q4 | $6.41M | Buy |
10,196
+1,665
| +20% | +$1.06M | 0.08% | 226 |
|
|
2024
Q3 | $5.3M | Buy |
8,531
+117
| +1% | +$74.7K | 0.19% | 94 |
|
|
2024
Q2 | $5.53M | Buy |
8,414
+60
| +0.7% | +$37.2K | 0.19% | 94 |
|
|
2024
Q1 | $5.43M | Sell |
8,354
-22
| -0.3% | -$14K | 0.2% | 99 |
|
|
2023
Q4 | $5.24M | Buy |
8,376
+61
| +0.7% | +$33.6K | 0.19% | 93 |
|
|
2023
Q3 | $4.25M | Buy |
8,315
+275
| +3% | +$139K | 0.19% | 97 |
|
|
2023
Q2 | $3.68M | Sell |
8,040
-478
| -6% | -$209K | 0.16% | 120 |
|
|
2023
Q1 | $3.8M | Buy |
+8,518
| New | +$3.5M | 0.18% | 107 |
|
|
2022
Q4 | – | Sell |
-6,534
| Closed | -$2.53M | – | 517 |
|
|
2022
Q3 | $2.53M | Sell |
6,534
-1,935
| -23% | -$836K | 0.15% | 133 |
|
|
2022
Q2 | $3.26M | Sell |
8,469
-749
| -8% | -$310K | 0.18% | 112 |
|
|
2022
Q1 | $4.43M | Buy |
9,218
+493
| +6% | +$252K | 0.21% | 95 |
|
|
2021
Q4 | $5.61M | Buy |
8,725
+466
| +6% | +$288K | 0.28% | 81 |
|
|
2021
Q3 | $4.46M | Buy |
8,259
+483
| +6% | +$260K | 0.25% | 90 |
|
|
2021
Q2 | $3.81M | Buy |
7,776
+475
| +7% | +$206K | 0.21% | 108 |
|
|
2021
Q1 | $2.8M | Buy |
7,301
+496
| +7% | +$191K | 0.17% | 121 |
|
|
2020
Q4 | $2.58M | Buy |
6,805
+531
| +8% | +$186K | 0.18% | 117 |
|
|
2020
Q3 | $2.05M | Buy |
6,274
+3,444
| +122% | +$1.08M | 0.16% | 121 |
|
|
2020
Q2 | $838K | Buy |
2,830
+393
| +16% | +$108K | 0.09% | 187 |
|
|
2020
Q1 | $561K | Buy |
2,437
+1,022
| +72% | +$277K | 0.08% | 199 |
|
|
2019
Q4 | $371K | Buy |
1,415
+84
| +6% | +$22K | 0.02% | 618 |
|
|
2019
Q3 | $354K | Hold |
1,331
| – | – | 0.04% | 300 |
|
|
2019
Q2 | $348K | Sell |
1,331
-34
| -2% | -$8.64K | 0.05% | 270 |
|
|
2019
Q1 | $357K | Sell |
1,365
-33
| -2% | -$7.63K | 0.05% | 279 |
|
|
2018
Q4 | $275K | Sell |
1,398
-4
| -0.3% | -$832 | 0.05% | 304 |
|
|
2018
Q3 | $307K | Buy |
+1,402
| New | +$301K | 0.06% | 261 |
|
Other funds holding INTU
Independent Advisor Alliance's INTU Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Intuit (INTU) stake by 49% in Q2 2026, selling an estimated $730K and leaving 2,216 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #618.
Independent Advisor Alliance first reported a position in INTU in Q3 2018 and has held it in 31 quarters since. The position peaked at $8M in Q2 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Independent Advisor Alliance held 2,216 shares of Intuit worth $578K as of Q2 2026.
- Independent Advisor Alliance sold 2,095 Intuit shares in Q2 2026, an estimated $730K.
- Intuit made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #618 holding.
- Independent Advisor Alliance first reported a position in Intuit in Q3 2018 and has held it in 31 quarters since.
- Independent Advisor Alliance's Intuit position peaked at $8M in Q2 2025.
- 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.