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Modern Wealth Management’s Intuit INTU Stock Holding History

Modern 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 		$347K Buy
1,327
+98
+8% +$34.1K ﹤0.01% 829
2026
Q1 		$524K Sell
1,229
-89
-7% -$42.5K 0.01% 568
2025
Q4 		$874K Buy
1,318
+410
+45% +$271K 0.02% 427
2025
Q3 		$620K Sell
908
-27
-3% -$19.5K 0.01% 466
2025
Q2 		$737K Buy
935
+43
+5% +$29.1K 0.02% 415
2025
Q1 		$548K Buy
892
+456
+105% +$274K 0.02% 401
2024
Q4 		$274K Buy
+436
New +$279K 0.01% 477

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Intuit (INTU) stake by 8% in Q2 2026, buying an estimated $34.1K and bringing the position to 1,327 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Modern Wealth Management first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $874K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Modern Wealth Management held 1,327 shares of Intuit worth $347K as of Q2 2026.
  • Modern Wealth Management bought 98 Intuit shares in Q2 2026, an estimated $34.1K.
  • Intuit made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #829 holding.
  • Modern Wealth Management first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Intuit position peaked at $874K in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.