Institute for Wealth Management’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 | $236K | Sell |
906
-354
| -28% | -$123K | 0.02% | 475 |
|
|
2026
Q1 | $545K | Buy |
1,260
+2
| +0.2% | +$954 | 0.06% | 302 |
|
|
2025
Q4 | $833K | Sell |
1,258
-9
| -0.7% | -$5.95K | 0.09% | 223 |
|
|
2025
Q3 | $865K | Sell |
1,267
-206
| -14% | -$148K | 0.09% | 222 |
|
|
2025
Q2 | $1.16M | Sell |
1,473
-17
| -1% | -$11.5K | 0.13% | 166 |
|
|
2025
Q1 | $915K | Sell |
1,490
-2
| -0.1% | -$1.2K | 0.12% | 198 |
|
|
2024
Q4 | $938K | Buy |
1,492
+138
| +10% | +$88.2K | 0.12% | 185 |
|
|
2024
Q3 | $841K | Buy |
1,354
+282
| +26% | +$180K | 0.11% | 209 |
|
|
2024
Q2 | $705K | Buy |
1,072
+4
| +0.4% | +$2.48K | 0.09% | 222 |
|
|
2024
Q1 | $694K | Sell |
1,068
-21
| -2% | -$13.4K | 0.09% | 226 |
|
|
2023
Q4 | $681K | Sell |
1,089
-20
| -2% | -$11K | 0.11% | 216 |
|
|
2023
Q3 | $567K | Sell |
1,109
-10
| -0.9% | -$5.06K | 0.1% | 237 |
|
|
2023
Q2 | $513K | Sell |
1,119
-37
| -3% | -$16.2K | 0.09% | 260 |
|
|
2023
Q1 | $515K | Buy |
1,156
+19
| +2% | +$7.8K | 0.1% | 255 |
|
|
2022
Q4 | $442K | Hold |
1,137
| – | – | 0.09% | 282 |
|
|
2022
Q3 | $440K | Buy |
1,137
+1
| +0.1% | +$432 | 0.1% | 262 |
|
|
2022
Q2 | $438K | Hold |
1,136
| – | – | 0.09% | 301 |
|
|
2022
Q1 | $546K | Hold |
1,136
| – | – | 0.09% | 277 |
|
|
2021
Q4 | $731K | Hold |
1,136
| – | – | 0.12% | 207 |
|
|
2021
Q3 | $613K | Hold |
1,136
| – | – | 0.11% | 231 |
|
|
2021
Q2 | $557K | Hold |
1,136
| – | – | 0.1% | 252 |
|
|
2021
Q1 | $435K | Buy |
1,136
+70
| +7% | +$27K | 0.08% | 290 |
|
|
2020
Q4 | $405K | Hold |
1,066
| – | – | 0.08% | 297 |
|
|
2020
Q3 | $348K | Buy |
1,066
+10
| +0.9% | +$3.13K | 0.08% | 292 |
|
|
2020
Q2 | $313K | Buy |
1,056
+9
| +0.9% | +$2.47K | 0.08% | 317 |
|
|
2020
Q1 | $241K | Sell |
1,047
-5
| -0.5% | -$1.35K | 0.07% | 326 |
|
|
2019
Q4 | $276K | Buy |
1,052
+5
| +0.5% | +$1.31K | 0.06% | 366 |
|
|
2019
Q3 | $278K | Sell |
1,047
-190
| -15% | -$52.3K | 0.07% | 338 |
|
|
2019
Q2 | $323K | Sell |
1,237
-17
| -1% | -$4.32K | 0.07% | 335 |
|
|
2019
Q1 | $328K | Buy |
+1,254
| New | +$290K | 0.07% | 317 |
|
|
2018
Q1 | – | Sell |
-1,306
| Closed | -$207K | – | 325 |
|
|
2017
Q4 | $207K | Buy |
+1,306
| New | +$199K | 0.05% | 356 |
|
Other funds holding INTU
Institute for Wealth Management's INTU Position: Q2 2026 in Review
Institute for Wealth Management reduced its Intuit (INTU) stake by 28% in Q2 2026, selling an estimated $123K and leaving 906 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #475.
Institute for Wealth Management first reported a position in INTU in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.16M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Institute for Wealth Management held 906 shares of Intuit worth $236K as of Q2 2026.
- Institute for Wealth Management sold 354 Intuit shares in Q2 2026, an estimated $123K.
- Intuit made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #475 holding.
- Institute for Wealth Management first reported a position in Intuit in Q4 2017 and has held it in 31 quarters since.
- Institute for Wealth Management's Intuit position peaked at $1.16M in Q2 2025.
- 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.