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Resurgent Financial Advisors’s Intuit INTU Stock Holding History

Resurgent Financial Advisors’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 		– Sell
-5,466
Closed -$2.36M – 325
2026
Q1 		$2.36M Buy
+5,466
New +$2.61M 0.85% 28
2024
Q1 		– Sell
-163
Closed -$102K – 332
2023
Q4 		$102K Buy
163
+2
+1% +$1.1K 0.06% 244
2023
Q3 		$82.3K Sell
161
-13
-7% -$6.58K 0.06% 252
2023
Q2 		$79.7K Buy
174
+5
+3% +$2.19K 0.05% 265
2023
Q1 		$75.3K Sell
169
-34
-17% -$14K 0.05% 267
2022
Q4 		$79K Buy
+203
New +$80.5K 0.04% 344

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

Resurgent Financial Advisors's INTU Position: Q2 2026 in Review

Resurgent Financial Advisors sold out of Intuit (INTU) in Q2 2026, closing a stake of 5,466 shares — an estimated $2.36M sold.

Resurgent Financial Advisors first reported a position in INTU in Q4 2022 and held it in 6 quarters. The position peaked at $2.36M in Q1 2026. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Resurgent Financial Advisors reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 5,466 Intuit shares in Q2 2026, an estimated $2.36M.
  • Resurgent Financial Advisors first reported a position in Intuit in Q4 2022 and held it in 6 quarters.
  • Resurgent Financial Advisors's Intuit position peaked at $2.36M in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.