Legacy Capital Wealth Partners’s Intuit INTU Stock Holding History

Legacy Capital Wealth Partners’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	$204K	Sell	782 -969	-55%	-$338K	0.04%	366
2026 Q1	$757K	Buy	1,751 +333	+23%	+$159K	0.16%	142
2025 Q4	$939K	Buy	1,418 +68	+5%	+$44.9K	0.2%	103
2025 Q3	$922K	Buy	1,350 +116	+9%	+$83.6K	0.2%	105
2025 Q2	$972K	Sell	1,234 -18	-1%	-$12.2K	0.22%	91
2025 Q1	$769K	Buy	1,252 +104	+9%	+$62.5K	0.19%	110
2024 Q4	$721K	Buy	1,148 +234	+26%	+$150K	0.18%	119
2024 Q3	$568K	Sell	914 -154	-14%	-$98.3K	0.11%	171
2024 Q2	$702K	Buy	+1,068	New	+$662K	0.18%	114
2024 Q1	–	Sell	-869	Closed	-$543K	–	222
2023 Q4	$543K	Buy	869 +85	+11%	+$46.9K	0.15%	134
2023 Q3	$400K	Buy	+784	New	+$397K	0.11%	172

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

Legacy Capital Wealth Partners's INTU Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Intuit (INTU) stake by 55% in Q2 2026, selling an estimated $338K and leaving 782 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #366.

Legacy Capital Wealth Partners first reported a position in INTU in Q3 2023 and has held it in 11 quarters since. The position peaked at $972K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Legacy Capital Wealth Partners held 782 shares of Intuit worth $204K as of Q2 2026.
Legacy Capital Wealth Partners sold 969 Intuit shares in Q2 2026, an estimated $338K.
Intuit made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #366 holding.
Legacy Capital Wealth Partners first reported a position in Intuit in Q3 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Intuit position peaked at $972K in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.