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Nicholson Wealth Management Group’s Intuit INTU Stock Holding History

Nicholson Wealth Management Group’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
-2,784
Closed -$1.2M – 116
2026
Q1 		$1.2M Buy
2,784
+355
+15% +$169K 0.7% 77
2025
Q4 		$1.61M Buy
2,429
+284
+13% +$188K 0.94% 75
2025
Q3 		$1.46M Buy
+2,145
New +$1.55M 0.86% 72

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 $3.37T AUM 44.26% 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

Nicholson Wealth Management Group's INTU Position: Q2 2026 in Review

Nicholson Wealth Management Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 2,784 shares — an estimated $1.2M sold.

Nicholson Wealth Management Group first reported a position in INTU in Q3 2025 and held it in 3 quarters. The position peaked at $1.61M in Q4 2025. 1,739 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Nicholson Wealth Management Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Nicholson Wealth Management Group sold 2,784 Intuit shares in Q2 2026, an estimated $1.2M.
  • Nicholson Wealth Management Group first reported a position in Intuit in Q3 2025 and held it in 3 quarters.
  • Nicholson Wealth Management Group's Intuit position peaked at $1.61M in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.