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Positano Wealth Management’s Intuit INTU Stock Holding History

Positano 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 		$857K Buy
3,285
+1,556
+90% +$542K 0.46% 15
2026
Q1 		$748K Buy
+1,729
New +$825K 0.55% 15

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Positano Wealth Management increased its Intuit (INTU) stake by 90% in Q2 2026, buying an estimated $542K and bringing the position to 3,285 shares worth $857K. The position accounts for 0.46% of the portfolio, ranked #15.

Positano Wealth Management first reported a position in INTU in Q1 2026 and has held it in 2 quarters since. 1,258 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Positano Wealth Management held 3,285 shares of Intuit worth $857K as of Q2 2026.
  • Positano Wealth Management bought 1,556 Intuit shares in Q2 2026, an estimated $542K.
  • Intuit made up 0.46% of Positano Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Positano Wealth Management first reported a position in Intuit in Q1 2026 and has held it in 2 quarters since.
  • 1,258 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Positano Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.