Net Worth Advisory Group’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$234K Sell
898
-1,692
-65% -$589K 0.06% 352
2026
Q1
$1.12M Sell
2,590
-453
-15% -$216K 0.23% 82
2025
Q4
$2.02M Buy
3,043
+242
+9% +$160K 0.41% 53
2025
Q3
$1.91M Sell
2,801
-377
-12% -$272K 0.55% 35
2025
Q2
$2.5M Sell
3,178
-4
-0.1% -$2.71K 0.55% 37
2025
Q1
$1.95M Buy
3,182
+119
+4% +$71.5K 0.61% 24
2024
Q4
$1.92M Sell
3,063
-23
-0.7% -$14.7K 0.58% 28
2024
Q3
$1.92M Buy
+3,086
New +$1.97M 0.57% 28

Other funds holding INTU

Net Worth Advisory Group's INTU Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Intuit (INTU) stake by 65% in Q2 2026, selling an estimated $589K and leaving 898 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #352.

Net Worth Advisory Group first reported a position in INTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q2 2025. 625 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Net Worth Advisory Group held 898 shares of Intuit worth $234K as of Q2 2026.
  • Net Worth Advisory Group sold 1,692 Intuit shares in Q2 2026, an estimated $589K.
  • Intuit made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #352 holding.
  • Net Worth Advisory Group first reported a position in Intuit in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Intuit position peaked at $2.5M in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.