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Mount Yale Investment Advisors’s Intuit INTU Stock Holding History

Mount Yale Investment Advisors’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 		$1.03M Sell
3,934
-2,023
-34% -$705K 0.02% 576
2026
Q1 		$2.58M Buy
5,957
+2,664
+81% +$1.27M 0.06% 326
2025
Q4 		$2.18M Buy
3,293
+1,110
+51% +$733K 0.11% 178
2025
Q3 		$1.49M Buy
2,183
+1,507
+223% +$1.09M 0.1% 208
2025
Q2 		$532K Sell
676
-25
-4% -$16.9K 0.04% 326
2025
Q1 		$430K Sell
701
-245
-26% -$147K 0.04% 357
2024
Q4 		$595K Sell
946
-27
-3% -$17.3K 0.05% 312
2024
Q3 		$604K Buy
973
+17
+2% +$10.9K 0.06% 300
2024
Q2 		$628K Sell
956
-693
-42% -$430K 0.05% 300
2024
Q1 		$1.07M Sell
1,649
-11
-0.7% -$7.02K 0.08% 208
2023
Q4 		$1.04M Buy
1,660
+1
+0.1% +$552 0.1% 194
2023
Q3 		$848K Sell
1,659
-304
-15% -$154K 0.09% 209
2023
Q2 		$900K Sell
1,963
-1,661
-46% -$727K 0.1% 210
2023
Q1 		$1.62M Buy
3,624
+1,384
+62% +$568K 0.18% 123
2022
Q4 		$872K Sell
2,240
-532
-19% -$211K 0.1% 210
2022
Q3 		$1.07M Sell
2,772
-925
-25% -$400K 0.14% 155
2022
Q2 		$1.43M Sell
3,697
-51
-1% -$21.1K 0.18% 130
2022
Q1 		$1.8M Buy
3,748
+1,386
+59% +$710K 0.2% 118
2021
Q4 		$1.52M Buy
2,362
+908
+62% +$560K 0.16% 142
2021
Q3 		$784K Sell
1,454
-434
-23% -$234K 0.09% 223
2021
Q2 		$925K Sell
1,888
-23
-1% -$9.97K 0.11% 190
2021
Q1 		$732K Buy
1,911
+469
+33% +$181K 0.1% 221
2020
Q4 		$548K Buy
1,442
+506
+54% +$178K 0.08% 242
2020
Q3 		$305K Buy
+936
New +$293K 0.04% 278
2018
Q4 		– Sell
-82
Closed -$18K – 524
2018
Q3 		$18K Sell
82
-3
-4% -$645 ﹤0.01% 801
2018
Q2 		$17K Sell
85
-1
-1% -$192 ﹤0.01% 827
2018
Q1 		$15K Buy
+86
New +$14.5K ﹤0.01% 809

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

Mount Yale Investment Advisors's INTU Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Intuit (INTU) stake by 34% in Q2 2026, selling an estimated $705K and leaving 3,934 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #576.

Mount Yale Investment Advisors first reported a position in INTU in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.58M in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Mount Yale Investment Advisors held 3,934 shares of Intuit worth $1.03M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,023 Intuit shares in Q2 2026, an estimated $705K.
  • Intuit made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #576 holding.
  • Mount Yale Investment Advisors first reported a position in Intuit in Q1 2018 and has held it in 27 quarters since.
  • Mount Yale Investment Advisors's Intuit position peaked at $2.58M in Q1 2026.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.