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Joseph Group Capital Management’s Intuit INTU Stock Holding History

Joseph Group Capital Management’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 		$20.9K Sell
80
-12
-13% -$4.18K ﹤0.01% 229
2026
Q1 		$39.8K Buy
92
+55
+149% +$26.2K 0.01% 116
2025
Q4 		$24.5K Buy
+37
New +$24.4K 0.01% 117

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 $3.38T AUM 44.17% 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

Joseph Group Capital Management's INTU Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Intuit (INTU) stake by 13% in Q2 2026, selling an estimated $4.18K and leaving 80 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Joseph Group Capital Management first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.8K in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Joseph Group Capital Management held 80 shares of Intuit worth $20.9K as of Q2 2026.
  • Joseph Group Capital Management sold 12 Intuit shares in Q2 2026, an estimated $4.18K.
  • Intuit made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #229 holding.
  • Joseph Group Capital Management first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Joseph Group Capital Management's Intuit position peaked at $39.8K in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.