TrueWealth Financial Partners’s Intuit INTU Stock Holding History

TrueWealth Financial 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	–	Sell	-1,090	Closed	-$471K	–	43
2026 Q1	$471K	Buy	+1,090	New	+$520K	0.19%	36

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 $3.38T AUM 44.17% 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

TrueWealth Financial Partners's INTU Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 1,090 shares — an estimated $471K sold.

TrueWealth Financial Partners first reported a position in INTU in Q1 2026 and held it in 1 quarter. The position peaked at $471K in Q1 2026. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

TrueWealth Financial Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
TrueWealth Financial Partners sold 1,090 Intuit shares in Q2 2026, an estimated $471K.
TrueWealth Financial Partners first reported a position in Intuit in Q1 2026 and held it in 1 quarter.
TrueWealth Financial Partners's Intuit position peaked at $471K in Q1 2026.
1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

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