Tolleson Wealth Management’s Intuit INTU Stock Holding History

Tolleson Wealth Management’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	$253K	Hold	969	–	–	0.03%	85
2026 Q1	$419K	Hold	969	–	–	0.06%	70
2025 Q4	$642K	Hold	969	–	–	0.09%	57
2025 Q3	$662K	Hold	969	–	–	0.1%	56
2025 Q2	$763K	Hold	969	–	–	0.13%	51
2025 Q1	$595K	Sell	969 -6	-0.6%	-$3.6K	0.11%	57
2024 Q4	$613K	Buy	975 +6	+0.6%	+$3.83K	0.13%	59
2024 Q3	$602K	Hold	969	–	–	0.11%	55
2024 Q2	$637K	Hold	969	–	–	0.13%	58
2024 Q1	$630K	Hold	969	–	–	0.12%	58
2023 Q4	$606K	Hold	969	–	–	0.12%	54
2023 Q3	$495K	Hold	969	–	–	0.12%	58
2023 Q2	$444K	Hold	969	–	–	0.11%	63
2023 Q1	$432K	Hold	969	–	–	0.11%	60
2022 Q4	$377K	Hold	969	–	–	0.1%	62
2022 Q3	$375K	Hold	969	–	–	0.11%	58
2022 Q2	$373K	Hold	969	–	–	0.11%	58
2022 Q1	$466K	Hold	969	–	–	0.14%	55
2021 Q4	$623K	Hold	969	–	–	0.17%	49
2021 Q3	$523K	Sell	969 -107	-10%	-$57.7K	0.15%	47
2021 Q2	$527K	Hold	1,076	–	–	0.14%	48
2021 Q1	$412K	Hold	1,076	–	–	0.12%	54
2020 Q4	$409K	Hold	1,076	–	–	0.14%	48
2020 Q3	$351K	Hold	1,076	–	–	0.14%	47
2020 Q2	$319K	Hold	1,076	–	–	0.14%	48
2020 Q1	$247K	Hold	1,076	–	–	0.11%	49
2019 Q4	$282K	Hold	1,076	–	–	0.14%	58
2019 Q3	$286K	Hold	1,076	–	–	0.16%	50
2019 Q2	$281K	Hold	1,076	–	–	0.19%	42
2019 Q1	$281K	Hold	1,076	–	–	0.19%	39
2018 Q4	$212K	Buy	+1,076	New	+$224K	0.12%	46

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

Tolleson Wealth Management's INTU Position: Q2 2026 in Review

Tolleson Wealth Management held its Intuit (INTU) position steady in Q2 2026 at 969 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #85.

Tolleson Wealth Management first reported a position in INTU in Q4 2018 and has held it in 31 quarters since. The position peaked at $763K in Q2 2025. 1,750 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Tolleson Wealth Management held 969 shares of Intuit worth $253K as of Q2 2026.
Tolleson Wealth Management left its Intuit share count unchanged in Q2 2026.
Intuit made up 0.03% of Tolleson Wealth Management's portfolio in Q2 2026, its #85 holding.
Tolleson Wealth Management first reported a position in Intuit in Q4 2018 and has held it in 31 quarters since.
Tolleson Wealth Management's Intuit position peaked at $763K in Q2 2025.
1,750 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.