TW
INTU icon

Trajan Wealth’s Intuit INTU Stock Holding History

Trajan Wealth’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 		$6.97M Sell
26,692
-2,188
-8% -$762K 0.26% 88
2026
Q1 		$12.5M Sell
28,880
-951
-3% -$454K 0.5% 53
2025
Q4 		$19.8M Sell
29,831
-867
-3% -$573K 0.82% 31
2025
Q3 		$21M Sell
30,698
-1,404
-4% -$1.01M 0.91% 32
2025
Q2 		$25.3M Buy
32,102
+291
+0.9% +$197K 1.24% 20
2025
Q1 		$19.5M Buy
31,811
+3,158
+11% +$1.9M 1.07% 24
2024
Q4 		$18M Buy
28,653
+3,139
+12% +$2.01M 1% 31
2024
Q3 		$15.8M Buy
25,514
+2,787
+12% +$1.78M 0.93% 30
2024
Q2 		$14.9M Buy
22,727
+2,223
+11% +$1.38M 0.96% 27
2024
Q1 		$13.3M Buy
+20,504
New +$13.1M 0.9% 30

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 $3.38T AUM 44.17% 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

Trajan Wealth's INTU Position: Q2 2026 in Review

Trajan Wealth reduced its Intuit (INTU) stake by 7.6% in Q2 2026, selling an estimated $762K and leaving 26,692 shares worth $6.97M. The position accounts for 0.26% of the portfolio, ranked #88.

Trajan Wealth first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.3M in Q2 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Trajan Wealth held 26,692 shares of Intuit worth $6.97M as of Q2 2026.
  • Trajan Wealth sold 2,188 Intuit shares in Q2 2026, an estimated $762K.
  • Intuit made up 0.26% of Trajan Wealth's portfolio in Q2 2026, its #88 holding.
  • Trajan Wealth first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's Intuit position peaked at $25.3M in Q2 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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