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Soltis Investment Advisors’s Intuit INTU Stock Holding History

Soltis Investment 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 		$328K Sell
1,257
-250
-17% -$87.1K 0.02% 465
2026
Q1 		$652K Sell
1,507
-11
-0.7% -$5.25K 0.04% 287
2025
Q4 		$1.01M Buy
1,518
+81
+6% +$53.5K 0.07% 215
2025
Q3 		$982K Buy
1,437
+762
+113% +$549K 0.07% 204
2025
Q2 		$532K Buy
675
+116
+21% +$78.5K 0.04% 248
2025
Q1 		$343K Buy
559
+104
+23% +$62.5K 0.03% 281
2024
Q4 		$286K Buy
455
+27
+6% +$17.3K 0.03% 292
2024
Q3 		$266K Buy
428
+52
+14% +$33.2K 0.03% 296
2024
Q2 		$247K Buy
+376
New +$233K 0.03% 289

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

Soltis Investment Advisors's INTU Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Intuit (INTU) stake by 17% in Q2 2026, selling an estimated $87.1K and leaving 1,257 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #465.

Soltis Investment Advisors first reported a position in INTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Soltis Investment Advisors held 1,257 shares of Intuit worth $328K as of Q2 2026.
  • Soltis Investment Advisors sold 250 Intuit shares in Q2 2026, an estimated $87.1K.
  • Intuit made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #465 holding.
  • Soltis Investment Advisors first reported a position in Intuit in Q2 2024 and has held it in 9 quarters since.
  • Soltis Investment Advisors's Intuit position peaked at $1.01M in Q4 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.