Kingsview Wealth Management’s Intuit INTU Stock Holding History

Kingsview Wealth 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
2022 Q1	–	Sell	-100	Closed	-$53K	–	935
2021 Q4	$53K	Buy	+100	New	+$61.7K	﹤0.01%	908
2021 Q3	–	Sell	-100	Closed	-$1K	–	944
2021 Q2	$1K	Buy	+100	New	+$43.4K	﹤0.01%	895
2018 Q4	–	Sell	-100	Closed	-$1K	–	409
2018 Q3	$1K	Buy	+100	New	+$21.5K	﹤0.01%	393
2018 Q2	–	Sell	-200	Closed	-$1K	–	397
2018 Q1	$1K	Buy	+200	New	+$33.6K	﹤0.01%	351

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingsview Wealth Management's INTU Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Intuit (INTU) stake by 9.4% in Q2 2026, selling an estimated $56.4K and leaving 1,570 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #1061.

Kingsview Wealth Management first reported a position in INTU in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.21M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Kingsview Wealth Management held 1,570 shares of Intuit worth $410K as of Q2 2026.
Kingsview Wealth Management sold 162 Intuit shares in Q2 2026, an estimated $56.4K.
Intuit made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1061 holding.
Kingsview Wealth Management first reported a position in Intuit in Q2 2017 and has held it in 32 quarters since.
Kingsview Wealth Management's Intuit position peaked at $1.21M in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.