MASECO Private Wealth’s Intuit INTU Stock Holding History

MASECO Private Wealth’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	-17	Closed	-$7.36K	–	347
2026 Q1	$7.36K	Buy	17 +7	+70%	+$3.34K	﹤0.01%	268
2025 Q4	$6.64K	Buy	+10	New	+$6.61K	﹤0.01%	403
2025 Q3	–	Sell	-17	Closed	-$13.4K	–	384
2025 Q2	$13.4K	Buy	+17	New	+$11.5K	﹤0.01%	303

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

MASECO Private Wealth's INTU Position: Q2 2026 in Review

MASECO Private Wealth sold out of Intuit (INTU) in Q2 2026, closing a stake of 17 shares — an estimated $7.36K sold.

MASECO Private Wealth first reported a position in INTU in Q2 2025 and held it in 3 quarters. The position peaked at $13.4K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

MASECO Private Wealth reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
MASECO Private Wealth sold 17 Intuit shares in Q2 2026, an estimated $7.36K.
MASECO Private Wealth first reported a position in Intuit in Q2 2025 and held it in 3 quarters.
MASECO Private Wealth's Intuit position peaked at $13.4K in Q2 2025.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.