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Pacific Wealth Management’s Intuit INTU Stock Holding History

Pacific 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
-540
Closed -$233K – 20
2026
Q1 		$233K Sell
540
-52
-9% -$24.8K 0.13% 20
2025
Q4 		$392K Hold
592
– – 0.18% 13
2025
Q3 		$404K Hold
592
– – 0.2% 12
2025
Q2 		$466K Sell
592
-37
-6% -$25K 0.23% 13
2025
Q1 		$386K Hold
629
– – 0.21% 10
2024
Q4 		$395K Sell
629
-33
-5% -$21.1K 0.21% 12
2024
Q3 		$411K Sell
662
-100
-13% -$63.8K 0.19% 13
2024
Q2 		$501K Buy
762
+149
+24% +$92.4K 0.25% 14
2024
Q1 		$383K Hold
613
– – 0.22% 18
2023
Q4 		$383K Buy
613
+105
+21% +$57.9K 0.22% 18
2023
Q3 		$260K Buy
+508
New +$257K 0.17% 21

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

Pacific Wealth Management's INTU Position: Q2 2026 in Review

Pacific Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 540 shares — an estimated $233K sold.

Pacific Wealth Management first reported a position in INTU in Q3 2023 and held it in 11 quarters. The position peaked at $501K in Q2 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Pacific Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Pacific Wealth Management sold 540 Intuit shares in Q2 2026, an estimated $233K.
  • Pacific Wealth Management first reported a position in Intuit in Q3 2023 and held it in 11 quarters.
  • Pacific Wealth Management's Intuit position peaked at $501K in Q2 2024.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Pacific Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.