Toth Financial Advisory’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.26K Sell
24
-41
-63% -$14.3K ﹤0.01% 632
2026
Q1
$28.1K Buy
65
+24
+59% +$11.4K ﹤0.01% 437
2025
Q4
$27.1K Hold
41
﹤0.01% 438
2025
Q3
$27.9K Sell
41
-20
-33% -$14.4K ﹤0.01% 433
2025
Q2
$47.9K Hold
61
0.01% 314
2025
Q1
$37.2K Sell
61
-20
-25% -$12K ﹤0.01% 326
2024
Q4
$50.6K Sell
81
-9
-10% -$5.75K 0.01% 298
2024
Q3
$56.1K Hold
90
0.01% 283
2024
Q2
$59.3K Hold
90
0.01% 274
2024
Q1
$58.6K Sell
90
-12
-12% -$7.66K 0.01% 272
2023
Q4
$63.7K Hold
102
0.01% 268
2023
Q3
$52K Buy
102
+12
+13% +$6.07K 0.01% 267
2023
Q2
$41.1K Sell
90
-10
-10% -$4.38K 0.01% 294
2023
Q1
$44.4K Buy
100
+11
+12% +$4.52K 0.01% 287
2022
Q4
$34.8K Hold
89
0.01% 314
2022
Q3
$35K Sell
89
-3
-3% -$1.3K 0.01% 312
2022
Q2
$35K Buy
92
+3
+3% +$1.24K 0.01% 309
2022
Q1
$43K Hold
89
0.01% 304
2021
Q4
$57K Sell
89
-90
-50% -$55.6K 0.01% 286
2021
Q3
$96K Sell
179
-26
-13% -$14K 0.01% 244
2021
Q2
$101K Buy
+205
New +$88.9K 0.02% 218

Other funds holding INTU

Toth Financial Advisory's INTU Position: Q2 2026 in Review

Toth Financial Advisory reduced its Intuit (INTU) stake by 63% in Q2 2026, selling an estimated $14.3K and leaving 24 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Toth Financial Advisory first reported a position in INTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $101K in Q2 2021. 585 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Toth Financial Advisory held 24 shares of Intuit worth $6.26K as of Q2 2026.
  • Toth Financial Advisory sold 41 Intuit shares in Q2 2026, an estimated $14.3K.
  • Intuit made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #632 holding.
  • Toth Financial Advisory first reported a position in Intuit in Q2 2021 and has held it in 21 quarters since.
  • Toth Financial Advisory's Intuit position peaked at $101K in Q2 2021.
  • 585 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.