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Precision Wealth Strategies’s Intuit INTU Stock Holding History

Precision Wealth Strategies’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 		$217K Sell
832
-113
-12% -$39.4K 0.07% 163
2026
Q1 		$409K Sell
945
-166
-15% -$79.2K 0.14% 134
2025
Q4 		$736K Buy
1,111
+44
+4% +$29.1K 0.24% 95
2025
Q3 		$729K Buy
1,067
+17
+2% +$12.3K 0.24% 90
2025
Q2 		$827K Buy
+1,050
New +$711K 0.27% 67

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

Precision Wealth Strategies's INTU Position: Q2 2026 in Review

Precision Wealth Strategies reduced its Intuit (INTU) stake by 12% in Q2 2026, selling an estimated $39.4K and leaving 832 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #163.

Precision Wealth Strategies first reported a position in INTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $827K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Precision Wealth Strategies held 832 shares of Intuit worth $217K as of Q2 2026.
  • Precision Wealth Strategies sold 113 Intuit shares in Q2 2026, an estimated $39.4K.
  • Intuit made up 0.07% of Precision Wealth Strategies's portfolio in Q2 2026, its #163 holding.
  • Precision Wealth Strategies first reported a position in Intuit in Q2 2025 and has held it in 5 quarters since.
  • Precision Wealth Strategies's Intuit position peaked at $827K in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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