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Prestige Wealth Management Group’s Intuit INTU Stock Holding History

Prestige Wealth Management 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 		$165K Sell
633
-100
-14% -$34.8K 0.03% 181
2026
Q1 		$317K Sell
733
-22
-3% -$10.5K 0.06% 136
2025
Q4 		$500K Buy
755
+30
+4% +$19.8K 0.1% 103
2025
Q3 		$495K Buy
725
+24
+3% +$17.3K 0.1% 108
2025
Q2 		$552K Buy
701
+1
+0.1% +$677 0.11% 99
2025
Q1 		$430K Buy
700
+4
+0.6% +$2.4K 0.09% 107
2024
Q4 		$437K Buy
696
+1
+0.1% +$639 0.09% 109
2024
Q3 		$432K Sell
695
-6
-0.9% -$3.83K 0.09% 109
2024
Q2 		$461K Sell
701
-21
-3% -$13K 0.1% 93
2024
Q1 		$469K Buy
722
+1
+0.1% +$638 0.1% 95
2023
Q4 		$451K Buy
721
+57
+9% +$31.4K 0.1% 92
2023
Q3 		$339K Buy
664
+7
+1% +$3.54K 0.08% 100
2023
Q2 		$301K Sell
657
-20
-3% -$8.76K 0.07% 117
2023
Q1 		$302K Sell
677
-335
-33% -$138K 0.08% 119
2022
Q4 		$394K Buy
1,012
+425
+72% +$169K 0.1% 92
2022
Q3 		$227K Buy
587
+57
+11% +$24.6K 0.06% 127
2022
Q2 		$205K Buy
530
+424
+400% +$176K 0.06% 132
2022
Q1 		$51K Buy
106
+1
+1% +$512 0.01% 240
2021
Q4 		$68K Hold
105
– – 0.02% 237
2021
Q3 		$57K Buy
105
+3
+3% +$1.62K 0.01% 242
2021
Q2 		$50K Hold
102
– – 0.01% 247
2021
Q1 		$39K Hold
102
– – 0.01% 273
2020
Q4 		$39K Hold
102
– – 0.01% 272
2020
Q3 		$33K Hold
102
– – 0.01% 296
2020
Q2 		$30K Sell
102
-172
-63% -$47.2K 0.01% 281
2020
Q1 		$62K Buy
274
+271
+9,033% +$73.4K 0.03% 158
2019
Q4 		$1K Buy
+3
New +$784 ﹤0.01% 536
2019
Q1 		– Sell
-150
Closed -$30K – 807
2018
Q4 		$30K Buy
+150
New +$31.2K 0.02% 248

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

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

Prestige Wealth Management Group reduced its Intuit (INTU) stake by 14% in Q2 2026, selling an estimated $34.8K and leaving 633 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #181.

Prestige Wealth Management Group first reported a position in INTU in Q4 2018 and has held it in 28 quarters since. The position peaked at $552K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Prestige Wealth Management Group held 633 shares of Intuit worth $165K as of Q2 2026.
  • Prestige Wealth Management Group sold 100 Intuit shares in Q2 2026, an estimated $34.8K.
  • Intuit made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #181 holding.
  • Prestige Wealth Management Group first reported a position in Intuit in Q4 2018 and has held it in 28 quarters since.
  • Prestige Wealth Management Group's Intuit position peaked at $552K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.