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Mosley Wealth Management’s Intuit INTU Stock Holding History

Mosley 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 		$268K Buy
1,026
+992
+2,918% +$346K 0.09% 139
2026
Q1 		$23.2K Buy
+34
New +$16.2K 0.01% 246

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Mosley Wealth Management increased its Intuit (INTU) stake by 2,918% in Q2 2026, buying an estimated $346K and bringing the position to 1,026 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #139.

Mosley Wealth Management first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 977 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Mosley Wealth Management held 1,026 shares of Intuit worth $268K as of Q2 2026.
  • Mosley Wealth Management bought 992 Intuit shares in Q2 2026, an estimated $346K.
  • Intuit made up 0.09% of Mosley Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Mosley Wealth Management first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • 977 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.