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Trek Financial’s Intuit INTU Stock Holding History

Trek Financial’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 		$216K Sell
826
-3,014
-78% -$1.05M 0.01% 478
2026
Q1 		$1.66M Buy
3,840
+1,313
+52% +$626K 0.09% 193
2025
Q4 		$1.67M Buy
2,527
+654
+35% +$432K 0.1% 190
2025
Q3 		$1.28M Sell
1,873
-7,395
-80% -$5.33M 0.08% 209
2025
Q2 		$7.3M Buy
9,268
+7,478
+418% +$5.06M 0.49% 60
2025
Q1 		$1.1M Buy
1,790
+448
+33% +$269K 0.08% 173
2024
Q4 		$843K Buy
1,342
+527
+65% +$337K 0.06% 212
2024
Q3 		$506K Buy
815
+129
+19% +$82.3K 0.04% 239
2024
Q2 		$451K Buy
+686
New +$426K 0.04% 238

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 $3.37T AUM 44.26% 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

Trek Financial's INTU Position: Q2 2026 in Review

Trek Financial reduced its Intuit (INTU) stake by 78% in Q2 2026, selling an estimated $1.05M and leaving 826 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #478.

Trek Financial first reported a position in INTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.3M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Trek Financial held 826 shares of Intuit worth $216K as of Q2 2026.
  • Trek Financial sold 3,014 Intuit shares in Q2 2026, an estimated $1.05M.
  • Intuit made up 0.01% of Trek Financial's portfolio in Q2 2026, its #478 holding.
  • Trek Financial first reported a position in Intuit in Q2 2024 and has held it in 9 quarters since.
  • Trek Financial's Intuit position peaked at $7.3M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.