Mission Wealth Management’s Intuit INTU Stock Holding History

Mission 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	–	Sell	-1,100	Closed	-$476K	–	1079
2026 Q1	$476K	Hold	1,100	–	–	0.01%	506
2025 Q4	$729K	Hold	1,100	–	–	0.01%	400
2025 Q3	$751K	Buy	+1,100	New	+$793K	0.01%	395
2025 Q2	–	Hold	0	–	–	–	258
2025 Q1	–	Hold	0	–	–	–	278
2024 Q3	–	Hold	0	–	-$1.18M	–	698
2024 Q2	–	Hold	0	–	–	–	237
2024 Q1	–	Hold	0	–	–	–	260
2023 Q3	–	Hold	0	–	-$550K	–	564
2023 Q2	–	Hold	0	–	–	–	326
2023 Q1	–	Hold	0	–	–	–	319
2022 Q4	–	Hold	0	–	–	–	331
2022 Q3	–	Hold	0	–	–	–	302
2022 Q2	–	Sell	-1,200	Closed	-$497K	–	312
2022 Q1	$577K	Buy	+1,200	New	+$614K	0.03%	284

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 $3.37T AUM 44.26% 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

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. 1,747 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.
1,747 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.