Optimize Financial’s Intuit INTU Stock Holding History

Optimize Financial’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	-730	Closed	-$316K	–	298
2026 Q1	$316K	Buy	730 +257	+54%	+$123K	0.16%	252
2025 Q4	$313K	Buy	473 +4	+0.9%	+$2.64K	0.16%	261
2025 Q3	$320K	Buy	469 +116	+33%	+$83.6K	0.17%	257
2025 Q2	$278K	Sell	353 -2	-0.6%	-$1.35K	0.17%	168
2025 Q1	$218K	Buy	+355	New	+$213K	0.08%	179

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Optimize Financial's INTU Position: Q2 2026 in Review

Optimize Financial sold out of Intuit (INTU) in Q2 2026, closing a stake of 730 shares — an estimated $316K sold.

Optimize Financial first reported a position in INTU in Q1 2025 and held it in 5 quarters. The position peaked at $320K in Q3 2025. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Optimize Financial reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
Optimize Financial sold 730 Intuit shares in Q2 2026, an estimated $316K.
Optimize Financial first reported a position in Intuit in Q1 2025 and held it in 5 quarters.
Optimize Financial's Intuit position peaked at $320K in Q3 2025.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.