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Mowery & Schoenfeld Wealth Management’s Intuit INTU Stock Holding History

Mowery & Schoenfeld 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
-35
Closed -$15.2K – 371
2026
Q1 		$15.2K Sell
35
-129
-79% -$61.5K 0.02% 190
2025
Q4 		$109K Buy
164
+4
+3% +$2.64K 0.16% 88
2025
Q3 		$109K Sell
160
-4
-2% -$2.88K 0.19% 80
2025
Q2 		$129K Sell
164
-12
-7% -$8.12K 0.2% 60
2025
Q1 		$108K Buy
176
+12
+7% +$7.21K 0.21% 78
2024
Q4 		$103K Buy
164
+39
+31% +$24.9K 0.2% 69
2024
Q3 		$77.6K Hold
125
– – 0.12% 74
2024
Q2 		$82.2K Hold
125
– – 0.12% 73
2024
Q1 		$81.3K Buy
+125
New +$79.8K 0.16% 60

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

Mowery & Schoenfeld Wealth Management's INTU Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 35 shares — an estimated $15.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in INTU in Q1 2024 and held it in 9 quarters. The position peaked at $129K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 35 Intuit shares in Q2 2026, an estimated $15.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Intuit in Q1 2024 and held it in 9 quarters.
  • Mowery & Schoenfeld Wealth Management's Intuit position peaked at $129K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.