Strategic Wealth Advisors’s Intuit INTU Stock Holding History

Strategic Wealth 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	$4K	Hold	7	–	–	﹤0.01%	212
2026 Q1	$3K	Hold	7	–	–	﹤0.01%	230
2025 Q4	$4K	Buy	+7	New	+$4.63K	﹤0.01%	212

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Wealth Advisors's INTU Position: Q2 2026 in Review

Strategic Wealth Advisors held its Intuit (INTU) position steady in Q2 2026 at 7 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Strategic Wealth Advisors first reported a position in INTU in Q4 2025 and has held it in 3 quarters since. 1,741 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Strategic Wealth Advisors held 7 shares of Intuit worth $4K as of Q2 2026.
Strategic Wealth Advisors left its Intuit share count unchanged in Q2 2026.
Intuit made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Strategic Wealth Advisors first reported a position in Intuit in Q4 2025 and has held it in 3 quarters since.
1,741 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.