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Strategic Wealth Partners’s Intuit INTU Stock Holding History

Strategic Wealth Partners’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 		$97.8K Sell
375
-383
-51% -$133K 0.01% 411
2026
Q1 		$328K Sell
758
-356
-32% -$170K 0.02% 246
2025
Q4 		$738K Sell
1,114
-116
-9% -$76.7K 0.05% 172
2025
Q3 		$841K Sell
1,230
-1,954
-61% -$1.41M 0.06% 171
2025
Q2 		$2.51M Buy
+3,184
New +$2.15M 0.2% 90
2024
Q4 		$7.88M Buy
13,491
+2,815
+26% +$1.8M 0.65% 55
2024
Q3 		$6.63M Sell
10,676
-84
-0.8% -$53.6K 0.64% 55
2024
Q2 		$7.07M Buy
10,760
+420
+4% +$261K 0.74% 42
2024
Q1 		$6.72M Buy
10,340
+553
+6% +$353K 0.74% 41
2023
Q4 		$6.12M Buy
9,787
+2,082
+27% +$1.15M 0.75% 39
2023
Q3 		$3.94M Buy
7,705
+225
+3% +$114K 0.52% 50
2023
Q2 		$3.43M Sell
7,480
-110
-1% -$48.2K 0.44% 65
2023
Q1 		$3.38M Buy
7,590
+544
+8% +$223K 0.52% 54
2022
Q4 		$2.74M Buy
7,046
+1,356
+24% +$538K 0.51% 54
2022
Q3 		$2.2M Buy
5,690
+2,341
+70% +$1.01M 0.47% 68
2022
Q2 		$1.29M Buy
+3,349
New +$1.39M 0.28% 107
2020
Q2 		– Sell
-2,768
Closed -$725K – 148
2020
Q1 		$725K Hold
2,768
– – 0.38% 79
2019
Q4 		$725K Buy
2,768
+315
+13% +$82.4K 0.38% 79
2019
Q3 		$648 Buy
+2,453
New +$675K ﹤0.01% 220

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

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

Strategic Wealth Partners reduced its Intuit (INTU) stake by 51% in Q2 2026, selling an estimated $133K and leaving 375 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #411.

Strategic Wealth Partners first reported a position in INTU in Q3 2019 and has held it in 19 quarters since. The position peaked at $7.88M in Q4 2024. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Strategic Wealth Partners held 375 shares of Intuit worth $97.8K as of Q2 2026.
  • Strategic Wealth Partners sold 383 Intuit shares in Q2 2026, an estimated $133K.
  • Intuit made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #411 holding.
  • Strategic Wealth Partners first reported a position in Intuit in Q3 2019 and has held it in 19 quarters since.
  • Strategic Wealth Partners's Intuit position peaked at $7.88M in Q4 2024.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.