Inlet Private Wealth’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 | $997K | Hold |
3,820
| – | – | 0.24% | 81 |
|
|
2026
Q1 | $1.65M | Sell |
3,820
-22
| -0.6% | -$10.5K | 0.42% | 67 |
|
|
2025
Q4 | $2.55M | Hold |
3,842
| – | – | 0.59% | 53 |
|
|
2025
Q3 | $2.62M | Buy |
3,842
+22
| +0.6% | +$15.9K | 0.59% | 50 |
|
|
2025
Q2 | $3.01M | Hold |
3,820
| – | – | 0.74% | 45 |
|
|
2025
Q1 | $2.35M | Hold |
3,820
| – | – | 0.61% | 51 |
|
|
2024
Q4 | $2.4M | Sell |
3,820
-8
| -0.2% | -$5.11K | 0.64% | 54 |
|
|
2024
Q3 | $2.38M | Hold |
3,828
| – | – | 0.6% | 57 |
|
|
2024
Q2 | $2.52M | Hold |
3,828
| – | – | 0.69% | 45 |
|
|
2024
Q1 | $2.49M | Hold |
3,828
| – | – | 0.7% | 47 |
|
|
2023
Q4 | $2.39M | Hold |
3,828
| – | – | 0.73% | 45 |
|
|
2023
Q3 | $1.96M | Hold |
3,828
| – | – | 0.64% | 55 |
|
|
2023
Q2 | $1.75M | Hold |
3,828
| – | – | 0.44% | 66 |
|
|
2023
Q1 | $1.71M | Hold |
3,828
| – | – | 0.44% | 63 |
|
|
2022
Q4 | $1.49M | Hold |
3,828
| – | – | 0.38% | 69 |
|
|
2022
Q3 | $1.48M | Hold |
3,828
| – | – | 0.44% | 66 |
|
|
2022
Q2 | $1.48M | Hold |
3,828
| – | – | 0.42% | 63 |
|
|
2022
Q1 | $1.84M | Sell |
3,828
-10
| -0.3% | -$5.12K | 0.46% | 64 |
|
|
2021
Q4 | $2.47M | Sell |
3,838
-48
| -1% | -$29.6K | 0.6% | 54 |
|
|
2021
Q3 | $2.1M | Hold |
3,886
| – | – | 0.56% | 60 |
|
|
2021
Q2 | $1.91M | Hold |
3,886
| – | – | 0.5% | 64 |
|
|
2021
Q1 | $1.49M | Sell |
3,886
-14
| -0.4% | -$5.39K | 0.43% | 66 |
|
|
2020
Q4 | $1.48M | Sell |
3,900
-4
| -0.1% | -$1.41K | 0.48% | 62 |
|
|
2020
Q3 | $1.27M | Hold |
3,904
| – | – | 0.5% | 61 |
|
|
2020
Q2 | $1.16M | Hold |
3,904
| – | – | 0.46% | 62 |
|
|
2020
Q1 | $898K | Hold |
3,904
| – | – | 0.42% | 65 |
|
|
2019
Q4 | $1.02M | Sell |
3,904
-96
| -2% | -$25.1K | 0.34% | 74 |
|
|
2019
Q3 | $1.06M | Hold |
4,000
| – | – | 0.39% | 69 |
|
|
2019
Q2 | $1.13M | Hold |
4,000
| – | – | 0.41% | 70 |
|
|
2019
Q1 | $1.05M | Hold |
4,000
| – | – | 0.42% | 69 |
|
|
2018
Q4 | $787K | Buy |
+4,000
| New | +$832K | 0.42% | 61 |
|
Other funds holding INTU
Inlet Private Wealth's INTU Position: Q2 2026 in Review
Inlet Private Wealth held its Intuit (INTU) position steady in Q2 2026 at 3,820 shares worth $997K. The position accounts for 0.24% of the portfolio, ranked #81.
Inlet Private Wealth first reported a position in INTU in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.01M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Inlet Private Wealth held 3,820 shares of Intuit worth $997K as of Q2 2026.
- Inlet Private Wealth left its Intuit share count unchanged in Q2 2026.
- Intuit made up 0.24% of Inlet Private Wealth's portfolio in Q2 2026, its #81 holding.
- Inlet Private Wealth first reported a position in Intuit in Q4 2018 and has held it in 31 quarters since.
- Inlet Private Wealth's Intuit position peaked at $3.01M in Q2 2025.
- 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.