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Tanglewood Legacy Advisors’s Intuit INTU Stock Holding History

Tanglewood Legacy 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 		$13.1K Hold
50
– – ﹤0.01% 225
2026
Q1 		$21.6K Hold
50
– – 0.01% 198
2025
Q4 		$33.1K Hold
50
– – 0.01% 187
2025
Q3 		$34.1K Hold
50
– – 0.01% 192
2025
Q2 		$39.4K Hold
50
– – 0.02% 186
2025
Q1 		$30.7K Hold
50
– – 0.01% 201
2024
Q4 		$31.4K Hold
50
– – 0.01% 200
2024
Q3 		$31.1K Hold
50
– – 0.01% 187
2024
Q2 		$32.9K Hold
50
– – 0.02% 185
2024
Q1 		$32.5K Hold
50
– – 0.02% 187
2023
Q4 		$31.3K Hold
50
– – 0.02% 182
2023
Q3 		$25.5K Hold
50
– – 0.02% 195
2023
Q2 		$22.9K Hold
50
– – 0.01% 206
2023
Q1 		$22.3K Hold
50
– – 0.01% 200
2022
Q4 		$19.5K Buy
+50
New +$19.8K 0.01% 185

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

Tanglewood Legacy Advisors's INTU Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Intuit (INTU) position steady in Q2 2026 at 50 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Tanglewood Legacy Advisors first reported a position in INTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $39.4K in Q2 2025. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Tanglewood Legacy Advisors held 50 shares of Intuit worth $13.1K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Intuit share count unchanged in Q2 2026.
  • Intuit made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #225 holding.
  • Tanglewood Legacy Advisors first reported a position in Intuit in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's Intuit position peaked at $39.4K in Q2 2025.
  • 1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.