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Peloton Wealth Strategists’s Intuit INTU Stock Holding History

Peloton Wealth Strategists’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
-4,546
Closed -$1.97M – 93
2026
Q1 		$1.97M Sell
4,546
-950
-17% -$453K 0.8% 50
2025
Q4 		$3.64M Buy
5,496
+1,197
+28% +$791K 1.41% 25
2025
Q3 		$2.94M Sell
4,299
-163
-4% -$117K 1.15% 31
2025
Q2 		$3.51M Buy
4,462
+48
+1% +$32.5K 1.41% 26
2025
Q1 		$2.71M Buy
4,414
+15
+0.3% +$9.01K 1.13% 34
2024
Q4 		$2.77M Buy
4,399
+738
+20% +$472K 1.12% 34
2024
Q3 		$2.27M Buy
3,661
+3,240
+770% +$2.07M 0.9% 43
2024
Q2 		$277K Buy
421
+14
+3% +$8.68K 0.11% 86
2024
Q1 		$265K Buy
407
+10
+3% +$6.38K 0.11% 87
2023
Q4 		$248K Buy
+397
New +$219K 0.11% 91

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

Peloton Wealth Strategists's INTU Position: Q2 2026 in Review

Peloton Wealth Strategists sold out of Intuit (INTU) in Q2 2026, closing a stake of 4,546 shares — an estimated $1.97M sold.

Peloton Wealth Strategists first reported a position in INTU in Q4 2023 and held it in 10 quarters. The position peaked at $3.64M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Peloton Wealth Strategists reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Peloton Wealth Strategists sold 4,546 Intuit shares in Q2 2026, an estimated $1.97M.
  • Peloton Wealth Strategists first reported a position in Intuit in Q4 2023 and held it in 10 quarters.
  • Peloton Wealth Strategists's Intuit position peaked at $3.64M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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