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Private Wealth Asset Management’s Intuit INTU Stock Holding History

Private Wealth Asset 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 		$34.5K Hold
132
– – ﹤0.01% 485
2026
Q1 		$57.1K Sell
132
-1
-0.8% -$477 0.01% 411
2025
Q4 		$88.1K Sell
133
-30
-18% -$19.8K 0.01% 346
2025
Q3 		$111K Sell
163
-8
-5% -$5.77K 0.01% 297
2025
Q2 		$135K Sell
171
-17
-9% -$11.5K 0.02% 278
2025
Q1 		$115K Buy
+188
New +$113K 0.02% 287

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

Private Wealth Asset Management's INTU Position: Q2 2026 in Review

Private Wealth Asset Management held its Intuit (INTU) position steady in Q2 2026 at 132 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Private Wealth Asset Management first reported a position in INTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $135K in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Private Wealth Asset Management held 132 shares of Intuit worth $34.5K as of Q2 2026.
  • Private Wealth Asset Management left its Intuit share count unchanged in Q2 2026.
  • Intuit made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #485 holding.
  • Private Wealth Asset Management first reported a position in Intuit in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Intuit position peaked at $135K in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.