TopTier Wealth Management’s Intuit INTU Stock Holding History

TopTier 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	–	Sell	-516	Closed	-$223K	–	412
2026 Q1	$223K	Buy	516 +3	+0.6%	+$1.43K	0.14%	119
2025 Q4	$340K	Buy	+513	New	+$339K	0.23%	90

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

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

TopTier Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 516 shares — an estimated $223K sold.

TopTier Wealth Management first reported a position in INTU in Q4 2025 and held it in 2 quarters. The position peaked at $340K in Q4 2025. 1,743 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

TopTier Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 516 Intuit shares in Q2 2026, an estimated $223K.
TopTier Wealth Management first reported a position in Intuit in Q4 2025 and held it in 2 quarters.
TopTier Wealth Management's Intuit position peaked at $340K in Q4 2025.
1,743 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.