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Lodestone Wealth Management’s Intuit INTU Stock Holding History

Lodestone 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 		$22.4K Buy
86
+1
+1% +$348 0.01% 404
2026
Q1 		$36.8K Sell
85
-16
-16% -$7.63K 0.01% 327
2025
Q4 		$66.9K Buy
+101
New +$66.7K 0.03% 261

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

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

Lodestone Wealth Management increased its Intuit (INTU) stake by 1.2% in Q2 2026, buying an estimated $348 and bringing the position to 86 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #404.

Lodestone Wealth Management first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.9K in Q4 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Lodestone Wealth Management held 86 shares of Intuit worth $22.4K as of Q2 2026.
  • Lodestone Wealth Management bought 1 Intuit share in Q2 2026, an estimated $348.
  • Intuit made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Lodestone Wealth Management first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Intuit position peaked at $66.9K in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.