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Quotient Wealth Partners’s Intuit INTU Stock Holding History

Quotient Wealth Partners’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 		$221K Sell
847
-574
-40% -$200K 0.01% 371
2026
Q1 		$614K Sell
1,421
-456
-24% -$218K 0.02% 167
2025
Q4 		$1.24M Sell
1,877
-276
-13% -$182K 0.03% 103
2025
Q3 		$1.47M Sell
2,153
-157
-7% -$113K 0.04% 97
2025
Q2 		$1.82M Sell
2,310
-67
-3% -$45.3K 0.05% 82
2025
Q1 		$1.46M Sell
2,377
-64
-3% -$38.4K 0.05% 90
2024
Q4 		$1.53M Sell
2,441
-88
-3% -$56.2K 0.05% 81
2024
Q3 		$1.57M Buy
2,529
+36
+1% +$23K 0.05% 76
2024
Q2 		$1.64M Sell
2,493
-113
-4% -$70.1K 0.06% 72
2024
Q1 		$1.69M Buy
2,606
+8
+0.3% +$5.11K 0.06% 84
2023
Q4 		$1.62M Buy
+2,598
New +$1.43M 0.06% 91

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

Quotient Wealth Partners's INTU Position: Q2 2026 in Review

Quotient Wealth Partners reduced its Intuit (INTU) stake by 40% in Q2 2026, selling an estimated $200K and leaving 847 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #371.

Quotient Wealth Partners first reported a position in INTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Quotient Wealth Partners held 847 shares of Intuit worth $221K as of Q2 2026.
  • Quotient Wealth Partners sold 574 Intuit shares in Q2 2026, an estimated $200K.
  • Intuit made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #371 holding.
  • Quotient Wealth Partners first reported a position in Intuit in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Intuit position peaked at $1.82M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.