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Sound View Wealth Advisors Group’s Intuit INTU Stock Holding History

Sound View Wealth Advisors Group’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
-601
Closed -$260K – 452
2026
Q1 		$260K Sell
601
-154
-20% -$73.5K 0.02% 367
2025
Q4 		$500K Sell
755
-144
-16% -$95.2K 0.03% 270
2025
Q3 		$614K Sell
899
-25
-3% -$18K 0.04% 249
2025
Q2 		$728K Buy
924
+188
+26% +$127K 0.05% 223
2025
Q1 		$452K Sell
736
-792
-52% -$476K 0.04% 270
2024
Q4 		$961K Sell
1,528
-2,692
-64% -$1.72M 0.08% 180
2024
Q3 		$2.62M Buy
4,220
+759
+22% +$484K 0.21% 110
2024
Q2 		$2.27M Buy
3,461
+226
+7% +$140K 0.23% 99
2024
Q1 		$2.1M Buy
3,235
+133
+4% +$84.9K 0.22% 106
2023
Q4 		$1.94M Sell
3,102
-363
-10% -$200K 0.21% 113
2023
Q3 		$1.77M Buy
3,465
+967
+39% +$489K 0.22% 100
2023
Q2 		$1.14M Sell
2,498
-36
-1% -$15.8K 0.15% 128
2023
Q1 		$1.13M Sell
2,534
-568
-18% -$233K 0.16% 129
2022
Q4 		$1.94M Buy
3,102
+1,793
+137% +$711K 0.21% 113
2022
Q3 		$507K Sell
1,309
-348
-21% -$150K 0.11% 161
2022
Q2 		$639K Buy
1,657
+264
+19% +$109K 0.13% 140
2022
Q1 		$670K Buy
1,393
+76
+6% +$38.9K 0.13% 148
2021
Q4 		$847K Sell
1,317
-306
-19% -$189K 0.16% 129
2021
Q3 		$876K Buy
1,623
+287
+21% +$155K 0.18% 124
2021
Q2 		$655K Sell
1,336
-18
-1% -$7.8K 0.14% 144
2021
Q1 		$519K Buy
1,354
+4
+0.3% +$1.54K 0.12% 154
2020
Q4 		$513K Sell
1,350
-46
-3% -$16.2K 0.13% 149
2020
Q3 		$455K Buy
1,396
+32
+2% +$10K 0.12% 150
2020
Q2 		$404K Buy
1,364
+254
+23% +$69.7K 0.11% 156
2020
Q1 		$255K Buy
1,110
+225
+25% +$60.9K 0.09% 178
2019
Q4 		$232K Buy
885
+115
+15% +$30.1K 0.07% 225
2019
Q3 		$205K Buy
+770
New +$212K 0.06% 235

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

Sound View Wealth Advisors Group's INTU Position: Q2 2026 in Review

Sound View Wealth Advisors Group sold out of Intuit (INTU) in Q2 2026, closing a stake of 601 shares — an estimated $260K sold.

Sound View Wealth Advisors Group first reported a position in INTU in Q3 2019 and held it in 27 quarters. The position peaked at $2.62M in Q3 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Sound View Wealth Advisors Group reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 601 Intuit shares in Q2 2026, an estimated $260K.
  • Sound View Wealth Advisors Group first reported a position in Intuit in Q3 2019 and held it in 27 quarters.
  • Sound View Wealth Advisors Group's Intuit position peaked at $2.62M in Q3 2024.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.