Triad Wealth Partners’s Intuit INTU Stock Holding History

Triad Wealth Partners’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	$414K	Buy	1,301 +423	+48%	+$147K	0.02%	367
2026 Q1	$379K	Buy	878 +111	+14%	+$52.9K	0.03%	345
2025 Q4	$508K	Sell	767 -65	-8%	-$43K	0.05%	265
2025 Q3	$568K	Sell	832 -52	-6%	-$37.5K	0.07%	184
2025 Q2	$696K	Buy	884 +125	+16%	+$84.6K	0.14%	112
2025 Q1	$466K	Buy	759 +9	+1%	+$5.41K	0.14%	110
2024 Q4	$472K	Buy	+750	New	+$479K	0.17%	93
2024 Q3	–	Sell	-567	Closed	-$373K	–	453
2024 Q2	$373K	Buy	567 +226	+66%	+$140K	0.2%	50
2024 Q1	$222K	Buy	+341	New	+$218K	0.17%	55

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

Triad Wealth Partners's INTU Position: Q2 2026 in Review

Triad Wealth Partners increased its Intuit (INTU) stake by 48% in Q2 2026, buying an estimated $147K and bringing the position to 1,301 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #367.

Triad Wealth Partners first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $696K in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Triad Wealth Partners held 1,301 shares of Intuit worth $414K as of Q2 2026.
Triad Wealth Partners bought 423 Intuit shares in Q2 2026, an estimated $147K.
Intuit made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #367 holding.
Triad Wealth Partners first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Intuit position peaked at $696K in Q2 2025.
1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.