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ORG Wealth Partners’s Intuit INTU Stock Holding History

ORG Wealth Partners’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 		$43.3K Sell
166
-14
-8% -$4.88K 0.01% 363
2026
Q1 		$77.8K Sell
180
-223
-55% -$106K 0.02% 300
2025
Q4 		$267K Buy
403
+143
+55% +$94.5K 0.06% 170
2025
Q3 		$178K Buy
260
+248
+2,067% +$179K 0.04% 214
2025
Q2 		$9.41K Sell
12
-1
-8% -$677 ﹤0.01% 500
2025
Q1 		$7.98K Hold
13
– – ﹤0.01% 561
2024
Q4 		$8.17K Buy
13
+6
+86% +$3.83K ﹤0.01% 386
2024
Q3 		$4.35K Buy
+7
New +$4.47K ﹤0.01% 409

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

ORG Wealth Partners's INTU Position: Q2 2026 in Review

ORG Wealth Partners reduced its Intuit (INTU) stake by 7.8% in Q2 2026, selling an estimated $4.88K and leaving 166 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #363.

ORG Wealth Partners first reported a position in INTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $267K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • ORG Wealth Partners held 166 shares of Intuit worth $43.3K as of Q2 2026.
  • ORG Wealth Partners sold 14 Intuit shares in Q2 2026, an estimated $4.88K.
  • Intuit made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #363 holding.
  • ORG Wealth Partners first reported a position in Intuit in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Intuit position peaked at $267K in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.