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Liberty Wealth Management’s Intuit INTU Stock Holding History

Liberty 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
2026
Q2 		$904K Hold
2,090
– – 0.11% 105
2026
Q1 		$904K Buy
2,090
+88
+4% +$42K 0.11% 105
2025
Q4 		$1.33M Sell
2,002
-2
-0.1% -$1.32K 0.17% 79
2025
Q3 		$1.37M Buy
2,004
+22
+1% +$15.9K 0.19% 74
2025
Q2 		$1.56M Sell
1,982
-17
-0.9% -$11.5K 0.24% 64
2025
Q1 		$1.23M Sell
1,999
-19
-0.9% -$11.4K 0.23% 60
2024
Q4 		$1.27M Buy
2,018
+22
+1% +$14.1K 0.21% 72
2024
Q3 		$1.24M Sell
1,996
-2
-0.1% -$1.28K 0.21% 68
2024
Q2 		$1.31M Buy
1,998
+11
+0.6% +$6.82K 0.24% 62
2024
Q1 		$1.29M Sell
1,987
-9
-0.5% -$5.75K 0.25% 62
2023
Q4 		$1.25M Sell
1,996
-7
-0.3% -$3.86K 0.27% 56
2023
Q3 		$1.02M Buy
2,003
+39
+2% +$19.7K 0.25% 55
2023
Q2 		$897K Buy
1,964
+223
+13% +$97.7K 0.22% 57
2023
Q1 		$776K Buy
+1,741
New +$715K 0.16% 85
2022
Q3 		$663K Buy
1,711
+2
+0.1% +$864 0.18% 66
2022
Q2 		$659K Buy
1,709
+2
+0.1% +$828 0.27% 64
2022
Q1 		$821K Buy
1,707
+1
+0.1% +$512 0.3% 55
2021
Q4 		$1.1M Buy
1,706
+1
+0.1% +$617 0.05% 64
2021
Q3 		$920K Buy
1,705
+1
+0.1% +$539 0.33% 47
2021
Q2 		$835K Buy
1,704
+3
+0.2% +$1.3K 0.32% 45
2021
Q1 		$635K Hold
1,701
– – 0.31% 49
2020
Q4 		$635K Buy
1,701
+1,201
+240% +$422K 0.31% 49
2020
Q3 		$163K Hold
500
– – 0.1% 113
2020
Q2 		$148K Hold
500
– – 0.1% 110
2020
Q1 		$115K Hold
500
– – 0.1% 126
2019
Q4 		$131K Hold
500
– – 0.1% 129
2019
Q3 		$132K Buy
+500
New +$138K 0.12% 122
2019
Q1 		– Sell
-21
Closed -$4K – 781
2018
Q4 		$4K Buy
+21
New +$4.37K ﹤0.01% 590

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

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

Liberty Wealth Management held its Intuit (INTU) position steady in Q2 2026 at 2,090 shares worth $904K. The position accounts for 0.11% of the portfolio, ranked #105.

Liberty Wealth Management first reported a position in INTU in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.56M in Q2 2025. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Liberty Wealth Management held 2,090 shares of Intuit worth $904K as of Q2 2026.
  • Liberty Wealth Management left its Intuit share count unchanged in Q2 2026.
  • Intuit made up 0.11% of Liberty Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Liberty Wealth Management first reported a position in Intuit in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's Intuit position peaked at $1.56M in Q2 2025.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.