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Integrated Wealth Concepts’s Intuit INTU Stock Holding History

Integrated Wealth Concepts’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 		$1.09M Sell
4,161
-527
-11% -$184K 0.01% 1171
2026
Q1 		$2.03M Buy
4,688
+1,927
+70% +$919K 0.02% 738
2025
Q4 		$1.83M Sell
2,761
-574
-17% -$379K 0.02% 558
2025
Q3 		$2.28M Buy
3,335
+367
+12% +$265K 0.02% 624
2025
Q2 		$2.34M Buy
2,968
+787
+36% +$533K 0.02% 571
2025
Q1 		$1.34M Sell
2,181
-783
-26% -$470K 0.02% 704
2024
Q4 		$1.86M Buy
2,964
+1,113
+60% +$711K 0.02% 587
2024
Q3 		$1.15M Sell
1,851
-706
-28% -$451K 0.01% 740
2024
Q2 		$1.68M Sell
2,557
-214
-8% -$133K 0.02% 569
2024
Q1 		$1.8M Buy
2,771
+394
+17% +$252K 0.03% 558
2023
Q4 		$1.49M Buy
2,377
+432
+22% +$238K 0.02% 582
2023
Q3 		$994K Sell
1,945
-118
-6% -$59.7K 0.02% 692
2023
Q2 		$945K Buy
2,063
+709
+52% +$310K 0.02% 705
2023
Q1 		$604K Buy
1,354
+339
+33% +$139K 0.01% 787
2022
Q4 		$395K Buy
1,015
+20
+2% +$7.93K 0.01% 728
2022
Q3 		$385K Buy
995
+128
+15% +$55.3K 0.01% 668
2022
Q2 		$334K Buy
867
+105
+14% +$43.5K 0.01% 723
2022
Q1 		$367K Sell
762
-698
-48% -$357K 0.01% 667
2021
Q4 		$939K Buy
1,460
+55
+4% +$34K 0.03% 443
2021
Q3 		$758K Buy
1,405
+147
+12% +$79.2K 0.02% 471
2021
Q2 		$617K Buy
1,258
+193
+18% +$83.7K 0.02% 483
2021
Q1 		$408K Buy
1,065
+8
+0.8% +$3.08K 0.02% 525
2020
Q4 		$402K Buy
1,057
+108
+11% +$37.9K 0.02% 453
2020
Q3 		$310K Buy
949
+165
+21% +$51.6K 0.02% 447
2020
Q2 		$232K Buy
+784
New +$215K 0.02% 451

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

Integrated Wealth Concepts's INTU Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Intuit (INTU) stake by 11% in Q2 2026, selling an estimated $184K and leaving 4,161 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1171.

Integrated Wealth Concepts first reported a position in INTU in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.34M in Q2 2025. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Integrated Wealth Concepts held 4,161 shares of Intuit worth $1.09M as of Q2 2026.
  • Integrated Wealth Concepts sold 527 Intuit shares in Q2 2026, an estimated $184K.
  • Intuit made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1171 holding.
  • Integrated Wealth Concepts first reported a position in Intuit in Q2 2020 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's Intuit position peaked at $2.34M in Q2 2025.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.