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Personal CFO Solutions’s Intuit INTU Stock Holding History

Personal CFO Solutions’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 		$628K Sell
2,405
-700
-23% -$244K 0.09% 202
2026
Q1 		$1.34M Buy
3,105
+422
+16% +$201K 0.19% 89
2025
Q4 		$1.78M Sell
2,683
-4
-0.1% -$2.64K 0.28% 58
2025
Q3 		$1.84M Buy
2,687
+687
+34% +$495K 0.32% 56
2025
Q2 		$1.58M Sell
2,000
-1,118
-36% -$757K 0.29% 64
2025
Q1 		$1.91M Buy
3,118
+170
+6% +$102K 0.39% 46
2024
Q4 		$1.85M Buy
2,948
+1,059
+56% +$677K 0.36% 52
2024
Q3 		$1.17M Sell
1,889
-363
-16% -$232K 0.16% 118
2024
Q2 		$1.48M Sell
2,252
-32
-1% -$19.8K 0.23% 83
2024
Q1 		$1.48M Buy
2,284
+23
+1% +$14.7K 0.23% 82
2023
Q4 		$1.41M Buy
2,261
+126
+6% +$69.5K 0.24% 78
2023
Q3 		$1.09M Buy
2,135
+43
+2% +$21.8K 0.22% 88
2023
Q2 		$959K Sell
2,092
-14
-0.7% -$6.13K 0.19% 104
2023
Q1 		$939K Sell
2,106
-2
-0.1% -$821 0.19% 98
2022
Q4 		$820K Sell
2,108
-64
-3% -$25.4K 0.17% 111
2022
Q3 		$841K Buy
2,172
+62
+3% +$26.8K 0.21% 92
2022
Q2 		$813K Sell
2,110
-357
-14% -$148K 0.19% 93
2022
Q1 		$1.19M Buy
2,467
+1,902
+337% +$974K 0.23% 87
2021
Q4 		$363K Sell
565
-97
-15% -$59.9K 0.07% 264
2021
Q3 		$357K Sell
662
-87
-12% -$46.9K 0.07% 246
2021
Q2 		$367K Buy
749
+70
+10% +$30.4K 0.08% 240
2021
Q1 		$260K Sell
679
-4
-0.6% -$1.54K 0.06% 303
2020
Q4 		$259K Sell
683
-127
-16% -$44.6K 0.06% 279
2020
Q3 		$0 Buy
810
+3
+0.4% +$939 ﹤0.01% 237
2020
Q2 		$239K Buy
+807
New +$221K 0.07% 249

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

Personal CFO Solutions's INTU Position: Q2 2026 in Review

Personal CFO Solutions reduced its Intuit (INTU) stake by 23% in Q2 2026, selling an estimated $244K and leaving 2,405 shares worth $628K. The position accounts for 0.09% of the portfolio, ranked #202.

Personal CFO Solutions first reported a position in INTU in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.91M in Q1 2025. 1,746 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Personal CFO Solutions held 2,405 shares of Intuit worth $628K as of Q2 2026.
  • Personal CFO Solutions sold 700 Intuit shares in Q2 2026, an estimated $244K.
  • Intuit made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #202 holding.
  • Personal CFO Solutions first reported a position in Intuit in Q2 2020 and has held it in 25 quarters since.
  • Personal CFO Solutions's Intuit position peaked at $1.91M in Q1 2025.
  • 1,746 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.