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Principia Wealth Advisory’s Intuit INTU Stock Holding History

Principia Wealth Advisory’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 		$8.61K Buy
33
+14
+74% +$4.88K ﹤0.01% 275
2026
Q1 		$8.21K Buy
19
+3
+19% +$1.43K ﹤0.01% 231
2025
Q4 		$10.6K Buy
16
+1
+7% +$661 0.01% 189
2025
Q3 		$10.2K Buy
15
+2
+15% +$1.44K 0.01% 200
2025
Q2 		$10.2K Buy
13
+4
+44% +$2.71K 0.01% 164
2025
Q1 		$5.37K Buy
9
+2
+29% +$1.2K 0.01% 174
2024
Q4 		$4.4K Buy
+7
New +$4.47K ﹤0.01% 162

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

Principia Wealth Advisory's INTU Position: Q2 2026 in Review

Principia Wealth Advisory increased its Intuit (INTU) stake by 74% in Q2 2026, buying an estimated $4.88K and bringing the position to 33 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Principia Wealth Advisory first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6K in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Principia Wealth Advisory held 33 shares of Intuit worth $8.61K as of Q2 2026.
  • Principia Wealth Advisory bought 14 Intuit shares in Q2 2026, an estimated $4.88K.
  • Intuit made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #275 holding.
  • Principia Wealth Advisory first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Intuit position peaked at $10.6K in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.