TRB Wealth Management’s Intuit INTU Stock Holding History

TRB 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	-545	Closed	-$236K	–	313
2026 Q1	$236K	Buy	+545	New	+$260K	0.03%	237

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

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

TRB Wealth Management sold out of Intuit (INTU) in Q2 2026, closing a stake of 545 shares — an estimated $236K sold.

TRB Wealth Management first reported a position in INTU in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 1,735 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

TRB Wealth Management reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
TRB Wealth Management sold 545 Intuit shares in Q2 2026, an estimated $236K.
TRB Wealth Management first reported a position in Intuit in Q1 2026 and held it in 1 quarter.
TRB Wealth Management's Intuit position peaked at $236K in Q1 2026.
1,735 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.