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Simplicity Wealth’s Intuit INTU Stock Holding History

Simplicity Wealth’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 		$1.28M Buy
4,896
+3,533
+259% +$1.23M 0.04% 366
2026
Q1 		$590K Buy
1,363
+196
+17% +$93.5K 0.03% 416
2025
Q4 		$773K Buy
1,167
+139
+14% +$91.9K 0.05% 333
2025
Q3 		$702K Sell
1,028
-592
-37% -$427K 0.04% 374
2025
Q2 		$1.28M Buy
1,620
+1,096
+209% +$742K 0.05% 286
2025
Q1 		$322K Sell
524
-44
-8% -$26.4K 0.03% 413
2024
Q4 		$357K Sell
568
-19
-3% -$12.1K 0.07% 205
2024
Q3 		$365K Sell
587
-4,472
-88% -$2.85M 0.03% 355
2024
Q2 		$3.32M Sell
5,059
-205
-4% -$127K 0.08% 253
2024
Q1 		$3.42M Buy
+5,264
New +$3.36M 0.08% 244

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

Simplicity Wealth's INTU Position: Q2 2026 in Review

Simplicity Wealth increased its Intuit (INTU) stake by 259% in Q2 2026, buying an estimated $1.23M and bringing the position to 4,896 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #366.

Simplicity Wealth first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.42M in Q1 2024. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Simplicity Wealth held 4,896 shares of Intuit worth $1.28M as of Q2 2026.
  • Simplicity Wealth bought 3,533 Intuit shares in Q2 2026, an estimated $1.23M.
  • Intuit made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #366 holding.
  • Simplicity Wealth first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Intuit position peaked at $3.42M in Q1 2024.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.