Mission Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.34M | Buy |
8,949
+4,293
| +92% | +$1.5M | 0.03% | 278 |
|
|
2026
Q1 | $2.01M | Buy |
4,656
+235
| +5% | +$112K | 0.04% | 213 |
|
|
2025
Q4 | $2.93M | Sell |
4,421
-12
| -0.3% | -$7.93K | 0.06% | 174 |
|
|
2025
Q3 | $3.03M | Sell |
4,433
-4,140
| -48% | -$2.98M | 0.06% | 167 |
|
|
2025
Q2 | $6.75M | Sell |
8,573
-90
| -1% | -$60.9K | 0.14% | 91 |
|
|
2025
Q1 | $5.32M | Sell |
8,663
-3,454
| -29% | -$2.07M | 0.13% | 101 |
|
|
2024
Q4 | $7.62M | Sell |
12,117
-165
| -1% | -$105K | 0.18% | 75 |
|
|
2024
Q3 | $7.63M | Buy |
12,282
+3,238
| +36% | +$2.07M | 0.18% | 74 |
|
|
2024
Q2 | $5.94M | Buy |
9,044
+270
| +3% | +$167K | 0.16% | 82 |
|
|
2024
Q1 | $5.7M | Buy |
8,774
+5,107
| +139% | +$3.26M | 0.15% | 98 |
|
|
2023
Q4 | $2.29M | Buy |
3,667
+13
| +0.4% | +$7.17K | 0.07% | 132 |
|
|
2023
Q3 | $1.87M | Sell |
3,654
-96
| -3% | -$48.6K | 0.07% | 139 |
|
|
2023
Q2 | $1.72M | Sell |
3,750
-319
| -8% | -$140K | 0.06% | 148 |
|
|
2023
Q1 | $1.81M | Sell |
4,069
-123
| -3% | -$50.5K | 0.08% | 142 |
|
|
2022
Q4 | $1.63M | Buy |
4,192
+64
| +2% | +$25.4K | 0.08% | 138 |
|
|
2022
Q3 | $1.6M | Buy |
4,128
+403
| +11% | +$174K | 0.08% | 130 |
|
|
2022
Q2 | $1.44M | Buy |
3,725
+561
| +18% | +$232K | 0.08% | 142 |
|
|
2022
Q1 | $1.52M | Buy |
3,164
+15
| +0.5% | +$7.68K | 0.07% | 137 |
|
|
2021
Q4 | $2.03M | Buy |
3,149
+166
| +6% | +$102K | 0.09% | 113 |
|
|
2021
Q3 | $1.61M | Buy |
2,983
+1,848
| +163% | +$996K | 0.08% | 124 |
|
|
2021
Q2 | $556K | Buy |
1,135
+16
| +1% | +$6.94K | 0.03% | 264 |
|
|
2021
Q1 | $429K | Sell |
1,119
-20
| -2% | -$7.7K | 0.02% | 290 |
|
|
2020
Q4 | $432K | Sell |
1,139
-92
| -7% | -$32.3K | 0.03% | 269 |
|
|
2020
Q3 | $401K | Sell |
1,231
-23
| -2% | -$7.2K | 0.03% | 230 |
|
|
2020
Q2 | $371K | Sell |
1,254
-307
| -20% | -$84.2K | 0.03% | 217 |
|
|
2020
Q1 | $359K | Buy |
1,561
+121
| +8% | +$32.8K | 0.04% | 195 |
|
|
2019
Q4 | $377K | Buy |
1,440
+420
| +41% | +$110K | 0.04% | 212 |
|
|
2019
Q3 | $271K | Sell |
1,020
-56
| -5% | -$15.4K | 0.03% | 254 |
|
|
2019
Q2 | $281K | Buy |
1,076
+23
| +2% | +$5.84K | 0.03% | 246 |
|
|
2019
Q1 | $275K | Buy |
+1,053
| New | +$243K | 0.03% | 240 |
|
Other funds holding INTU
Mission Wealth Management's INTU Position: Q2 2026 in Review
Mission Wealth Management increased its Intuit (INTU) stake by 92% in Q2 2026, buying an estimated $1.5M and bringing the position to 8,949 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #278.
Mission Wealth Management first reported a position in INTU in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.63M in Q3 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.
- Mission Wealth Management held 8,949 shares of Intuit worth $2.34M as of Q2 2026.
- Mission Wealth Management bought 4,293 Intuit shares in Q2 2026, an estimated $1.5M.
- Intuit made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #278 holding.
- Mission Wealth Management first reported a position in Intuit in Q1 2019 and has held it in 30 quarters since.
- Mission Wealth Management's Intuit position peaked at $7.63M in Q3 2024.
- 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.