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Legacy Wealth Management (Idaho)’s Intuit INTU Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-267
Closed -$115K – 554
2026
Q1 		$115K Buy
267
+25
+10% +$11.9K 0.06% 162
2025
Q4 		$160K Buy
242
+134
+124% +$88.5K 0.08% 113
2025
Q3 		$73.8K Hold
108
– – 0.03% 142
2025
Q2 		$85.1K Sell
108
-10
-8% -$6.77K 0.04% 119
2025
Q1 		$72.5K Hold
118
– – 0.05% 118
2024
Q4 		$68.3K Buy
118
+18
+18% +$11.5K 0.04% 107
2024
Q3 		$70.6K Buy
+100
New +$63.8K 0.04% 100

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

Legacy Wealth Management (Idaho)'s INTU Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Intuit (INTU) in Q2 2026, closing a stake of 267 shares — an estimated $115K sold.

Legacy Wealth Management (Idaho) first reported a position in INTU in Q3 2024 and held it in 7 quarters. The position peaked at $160K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 267 Intuit shares in Q2 2026, an estimated $115K.
  • Legacy Wealth Management (Idaho) first reported a position in Intuit in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Intuit position peaked at $160K in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.