Pension & Wealth Management Advisors’s Intuit INTU Stock Holding History

Pension & Wealth Management Advisors’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	$3.16K	Sell	12 -441	-97%	-$154K	﹤0.01%	484
2026 Q1	$196K	Buy	453 +79	+21%	+$37.7K	0.06%	171
2025 Q4	$248K	Buy	374 +16	+4%	+$10.6K	0.07%	155
2025 Q3	$245K	Sell	358 -15	-4%	-$10.8K	0.08%	137
2025 Q2	$294K	Buy	373 +88	+31%	+$59.6K	0.1%	114
2025 Q1	$175K	Buy	285 +49	+21%	+$29.4K	0.07%	145
2024 Q4	$149K	Buy	236 +3	+1%	+$1.92K	0.06%	157
2024 Q3	$145K	Hold	233	–	–	0.07%	119
2024 Q2	$153K	Hold	233	–	–	0.09%	113
2024 Q1	$152K	Hold	233	–	–	0.1%	111
2023 Q4	$146K	Buy	+233	New	+$129K	0.09%	119

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

Pension & Wealth Management Advisors's INTU Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Intuit (INTU) stake by 97% in Q2 2026, selling an estimated $154K and leaving 12 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Pension & Wealth Management Advisors first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $294K in Q2 2025. 1,643 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Pension & Wealth Management Advisors held 12 shares of Intuit worth $3.16K as of Q2 2026.
Pension & Wealth Management Advisors sold 441 Intuit shares in Q2 2026, an estimated $154K.
Intuit made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #484 holding.
Pension & Wealth Management Advisors first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
Pension & Wealth Management Advisors's Intuit position peaked at $294K in Q2 2025.
1,643 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.