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Pinnacle Wealth Management Advisory Group’s Intuit INTU Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-839
Closed -$363K – 585
2026
Q1 		$363K Sell
839
-148
-15% -$70.6K 0.02% 353
2025
Q4 		$654K Buy
987
+27
+3% +$17.8K 0.05% 218
2025
Q3 		$656K Buy
960
+6
+0.6% +$4.33K 0.05% 193
2025
Q2 		$751K Buy
954
+163
+21% +$110K 0.06% 172
2025
Q1 		$486K Buy
791
+20
+3% +$12K 0.05% 213
2024
Q4 		$485K Buy
771
+7
+0.9% +$4.47K 0.05% 203
2024
Q3 		$474K Sell
764
-208
-21% -$133K 0.05% 210
2024
Q2 		$639K Buy
972
+25
+3% +$15.5K 0.07% 168
2024
Q1 		$616K Buy
947
+36
+4% +$23K 0.07% 166
2023
Q4 		$569K Hold
911
– – 0.07% 164
2023
Q3 		$465K Buy
911
+18
+2% +$9.11K 0.06% 184
2023
Q2 		$409K Sell
893
-1
-0.1% -$438 0.05% 204
2023
Q1 		$398K Sell
894
-45
-5% -$18.5K 0.05% 199
2022
Q4 		$365K Buy
939
+74
+9% +$29.4K 0.05% 204
2022
Q3 		$335K Buy
+865
New +$374K 0.06% 204

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

Pinnacle Wealth Management Advisory Group's INTU Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 839 shares — an estimated $363K sold.

Pinnacle Wealth Management Advisory Group first reported a position in INTU in Q3 2022 and held it in 15 quarters. The position peaked at $751K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 839 Intuit shares in Q2 2026, an estimated $363K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Intuit in Q3 2022 and held it in 15 quarters.
  • Pinnacle Wealth Management Advisory Group's Intuit position peaked at $751K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.